As Vice President & Market Leader for BMO Private Wealth's United Market, I have the privilege of leading a talented team of Investment Advisors, Portfolio Managers, Private Bankers, in the United Market. In my role, I focus on creating an environment where our professionals can thrive, collaborate, and deliver exceptional outcomes for clients.
With 28 years of experience in Private Wealth, I have dedicated my career to helping clients, advisors, and businesses achieve their goals through trusted advice, strategic leadership, and a commitment to long-term success. I have worked closely with affluent individuals, families, professionals, and business owners, helping them navigate complex financial decisions while delivering personalized wealth management solutions.
I am passionate about empowering advisors and bankers to build meaningful client relationships and sustainable businesses. I believe that strong leadership, collaboration, and a client-first mindset are the foundation of lasting success. My focus is on supporting the growth of our professionals while ensuring clients benefit from a comprehensive, integrated wealth management experience that includes investment management, private banking, financial planning, estate planning, and trust services.