Address20 Erb Street West
Waterloo, ON N2L 1T2
My BackgroundA bit about myself, I was born and raised in the Kitchener-Waterloo area and attended Wilfrid Laurier University, majoring in economics. I have been with BMO for almost 12 years with positions in both personal and business banking. I was as a Branch Manager for approximately 5 years, leading a team of Customer Service Representatives and Financial Services Managers, while at the same time completing my Certified Management Accountant designation (now CPA). Upon completion, I transitioned to a Commercial Relationship Manager with our Business Banking team, responsible for managing a portfolio of small and medium commercial enterprises. Today, I am a Senior Private Banker within our Private Wealth Team in Waterloo. I am responsible for the ongoing management, retention and growth of private banking relationships with high-net-worth clients and prospects. Based on client needs and understanding their financial objectives, I provide guidance, advice and introductions to my team partners to help them achieve their financial goals. I am proud to be part of and surrounded by a knowledgeable and experienced partner team who offer a comprehensive range of wealth management strategies and solutions such as Platinum Banking, Investment Management, Wealth Planning and Trust & Estate Services.
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