As a Portfolio Manager and Associate Investment Counsellor at BMO Private Wealth, I provide holistic and customized wealth management solutions to a select group of high-net-worth families. I have over six years of experience in the financial services industry. I work closely with a team of experts to deliver comprehensive wealth management services that address the unique needs and goals of each client. I am passionate about helping my clients to preserve, grow, and efficiently transfer their wealth, while ensuring their financial well-being and peace of mind.I am a CFA charter holder with a master's degree in civil engineering.
I provide my services with the support of a dedicated team of highly disciplined Banking, Wealth Planning, Estate & Trust, Business Advisory and Philanthropic specialists.