Address20 Erb Street West
Waterloo, ON N2L 1T2
My BackgroundI advise wealthy Canadian families, professionals, business owners and executives on solutions for banking, lending and cash flow management that help them reach their business and personal financial objectives and save them time so they can dedicate more time to the activities they value most. As their dedicated Private Banker, I take time to listen and get to know and understand each client’s circumstance and their financial needs and goals - for now and in the future. Then, with the support of a customized team of BMO Private Banking specialists, we look at the client’s entire financial picture. From managing their day-to-day banking needs to arranging specialized lending solutions, we take a holistic approach to designing a customized and integrated financial plan for each client. I regularly revisit this plan and adapt it for transitions throughout their lifetime. By using this approach to exceptional personal service with my clients, we develop relationships that are trusting, comfortable and long-lasting.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.