“I bring together the substantial resources of BMO Private Bank to build customized solutions for successful Canadian families, creating confidence that success continues to be rewarded for a lifetime and beyond.” In this role, I bring professional investment management expertise and advice to help affluent individuals and their families enjoy their wealth by simplifying the complexities that often come with it. As their dedicated Investment Counsellor, I spend time getting an in-depth understanding about what a wealth life means to every client – by learning what matters most to them and understanding their priorities relating to family, work, lifestyle and money. Then, with the support of a passionate and diverse team of wealth management professionals who work together to coordinate and advise on all wealth needs, I create a customized and flexible investment plan for every client that is adjusted regularly to both external conditions and to transitions in their personal lives. This approach helps to reduce a client’s time and worry with making important decisions with their money by knowing their financial affairs are in order and they remain on track to reach their goals throughout their lives – the ultimate benchmark of success. Prior to joining BMO Private Banking, I worked as an equity analyst in the Capital Markets business for 15 years with BMO and two other Capital Markets firms and gained a broad perspective and expertise in advising institutional pension funds, pooled funds and private client portfolios. Specializing in consumer-related industries in Canada, the U.S. and various international jurisdictions for his pervious firms, I started my career in retail banking, followed by portfolio building and administration roles at a brokerage firm.• Bachelor of Arts, Economics and English Literature, University of Toronto • Chartered Financial Analyst, CFA • Member of the CFA Institute and the Toronto CFA Society