Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Vice President & Regional Director, HNW Wealth Planning

  • Dec 2018 - Present

  Leading a team of HNW Wealth Planners who create sophisticated wealth plans for BMO Private Wealth clients. Leading a team of HNW Wealth Planners who create sophisticated wealth plans for BMO Private Wealth clients.



MD Financial Management | Gestion financière MD

• Canada
• Financial Services
• 700 & Above Employee

• Regional Manager

  • Aug 2013 - Dec 2018

  Leading a team of Financial Consultants, Estate & Trust Advisors, and Portfolio Managers in BC.

• Senior Financial Consultant

  • Nov 2007 - Aug 2013

  Provided advice on investment management and financial planning to physicians and their families.



BIAS Investors

• Bermuda
• Financial Services
• 1 - 100 Employee

• Portfolio Administrator

  • Jul 2005 - Jul 2007

  Managed investment portfolios for high net worth clients and trust companies; member of the investment committee providing analysis of commodities markets. Managed investment portfolios for high net worth clients and trust companies; member of the investment committee providing analysis of commodities markets.



TD Waterhouse Capital Markets, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Media Relations Analyst

  • Jun 2004 - Jul 2005

  Subject matter expert for TD Waterhouse spokespersons; producer of MoneyTalk with Patricia Lovett-Reid for ROBTV

• National Coordinator, New Issues

  • Jul 2002 - Jun 2004

  Managed daily operations and sales of new securities for TD Waterhouse Discount Brokerage



TD Waterhouse Discount Brokerage

• Canada
• Real Estate
• 1 - 100 Employee

• Investment Representative

  • Feb 2000 - Jul 2002