A proven advisor. A world-class firm.
With insights and experience gathered over almost 30 years in the investment industry, I advise discerning clients with significant wealth to grow and preserve their assets for the long term while minimizing risk and taxes.
My clientele includes affluent and ultra-affluent individuals, families, professionals, executives, business owners, institutions, and foundations.
To deliver a broad range of comprehensive, integrated, tailored wealth services, BMO Private Wealth is my firm of choice. I believe it offers the broadest and most collaborative team of specialists in Canada, empowering me to deliver the most advantageous and client-centric experience.
I bring my valued, long-standing clients access to a wealth of experts – insurance, trust, estate, tax, business succession, and philanthropic planning strategists as well as Private Bankers, Business Bankers and specialized Commercial Bankers. My role is to integrate and oversee the process as we work as one team to put your interests first. I can help you manage your bank account, investment account and all related wealth considerations under one roof.
