Our approach is different. Because our clients are different.

What is most important to you? I will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
I work with a specialized team of experts at BMO Private Wealth to understand your life priorities and deliver on our commitment to:


You and Your FamilyAssess your financial goals and level of risk tolerance

1Develop a strategic and effective in-depth plan based on your current financial picture

2Put your customized investment plan into action

3Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

4Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary