Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundI started my career with BMO over 25 years ago, while attending the University of Lethbridge. The early days consisted of "stamping checks and balancing cash" but soon I found myself taking on progressively more senior roles, both client-facing and at the leadership table --- primarily in BMO's top-tier commercial bank (Mid-Market Commercial, Corporate Finance and Commercial Risk) where I was afforded the opportunity to work with so many of our most successful business owners and entrepreneurs.
The experience I gained during those first 20 years in BMO's commercial bank positioned me well for a move to BMO Private Wealth and the role of Regional Director, Platinum Banking. It's here that I had oversight of the banking line of business for BMO Private Banking in the Prairies Region during a 5 year period. I'm not sure there could have been a better way for me to gain both an understanding and an appreciation for what BMO Private Wealth and, more specifically, BMO's Private Bank has to offer.
Which brings us to today and my current role as Senior Private Banker. The timing for this move was 'right' and aligned with my desire to get back in front of clients. It also closes a personal loop for me as I'm now able to provide a more fulsome customer offering by applying the previous experiences I've gained over this 25+ year period. In addition to that experience, I've also been able to harvest many internal partnerships which gives me the ability to align my clients with the expertise needed to fulfill their diverse needs --- particularly in the business owner segment.
I look forward to the opportunities that lie ahead and the client relationships that will be built off of those opportunities. It's my hope that I can play an integral role in helping my clients achieve all their goals, allowing them to spend more time focusing on the things and people they cherish the most.
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