About

A goal without a plan is just a dream. My business vision is to help people plan intelligently to define their goals for today and tomorrow and accelerate their wealth. As a former business consultant who specialized in scaling small businesses exponentially, I now design portfolios and financial plans designed to accelerate the wealth of a broad range of clients, including many business owners and professionals.

I work to understand a person’s or family’s Big Hairy Audacious Goals¹ both now and 20 years into the future. Following a holistic approach and using proven systems and processes to reverse-engineer your path to meeting your milestones, I will create a WealthPlan to get you where you want to go. Where an added measure of expertise is required, I collaborate with wealth specialists across BMO Private Wealth to help you address multiple considerations including borrowing and financing; tax, estate and retirement planning; trust services; insurance solutions; business succession planning; legacy planning; and more.

BMO’s purpose is to “boldly grow the good in business and in life” and this resonates deeply with me. My practice is not just about managing money – it’s about helping people identify their goals and boldly grow their businesses and their lives through disciplined and visionary planning. Having worked at BMO for several years in multiple capacities, primarily Commercial Banking, I have a tremendous network of connections here, and those relationships are key to my clients’ success and financing opportunities.