Wealth Planning

Defining your goals

I will work to identify and your values and priorities and create a WealthPlan that is actionable and flexible. We will begin with conversations to help me understand you and your objectives. I will ask the million-dollar question: “What are your Big, Hairy Audacious Goals1 – for yourself, your business, and your family?”


As part of BMO Private Wealth, I can bring you access to a depth and breadth of world-class financial options and wealth planning resources from a very collaborative team of specialists. With their support, I have the time to serve you and your family with personalized attention, build a close, long-term relationship, and fully provide integrated solutions to your unique needs.

 

Addressing your priorities

I will help you to:

  • Define your short- and long-term goals.
  • Allocate your assets according to your profile and market conditions.
  • Build an optimized, resilient, risk-adjusted, balanced portfolio and WealthPlan.
  • Transition to an income-generating portfolio in retirement.
  • Design a tax-efficient estate.
  • Plan proactively for major purchases or expenses.
  • Stay up to date on the latest tax regulations, industry reforms and global influences.
  • Manage multigenerational wealth family planning for your evolving needs.

 

Financing your personal and business growth

As a former business consultant Commercial Banker, I understand what growth-oriented affluent clients and business owners are looking for. Having extensive experience as a business accelerator, I understand the complexities business owners face – entering new markets, strategic planning, budgeting, sales forecasting, and scaling their business.
 
My unique value is that I’ve also worked at length on the banking side. I know the solutions you are looking for and how to work closely with my Private and Commercial Banking partners to provide personal and commercial banking – under one roof – to save you time and money and guide you through all the red tape.
 
At BMO Private Wealth, we offer professional credit solutions to help you enjoy the convenience of managing your family and business/practice banking – at the same firm. For example, we can finance your business and the building in which it operates while also providing your family’s mortgage and line of credit.
 
When you wish to borrow money or source venture capital, I will liaise with my network of Private Bankers, lending specialists and corporate finance specialists to connect you to the right financing opportunities according to your level of need:

  • Business Banking (below $1M)
  • Commercial Banking ($1 to $10M)
  • Corporate Finance ($10 and over).

 

I can also help you access the convenience and financial advantages of customized BMO Private Banking, BMO Business Banking, BMO Commercial Banking and BMO Trust Company services.

 
1 This term came from Built to Last: Successful Habits of Visionary Companies by Jim Collins and Jerry Porras. Random House, 2005.