Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Director, Wealth Services

  • Feb 2017 - Present



SCOTIA WEALTH MANAGEMENT LTD.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business & Family Wealth Specialist

  • Nov 2015 - Feb 2017

  Using a disciplined and strategic planning process, I will work with affluent business owners and families who have complex financial, tax and estate planning needs. One of the main objectives is to identify gaps and planning opportunities, which will help clarify, organize and prioritize both qualitative and quantitative issues and concerns. Additionally, our group provides coordinated implementation and oversight. When working with business owners, our approach is to help them achieve their personal and corporate goals by examining the family’s entire financial interest, including the interaction between family, business and ownership structures both today and as they plan for future transition. Show less



The WaterStreet Group Inc.

• • Jun 2006 - Feb 2017

  WaterStreet Family Offices (wholly owned by Scotiabank)WaterStreet is Canada’s leading Multi Family Office firm. The firm acts as a centre of stability and influence to assist wealthy families in preserving and growing their financial assets and family heritage. WaterStreet’s core competencies fall into six categories: Family Continuity, Integrated Planning, Risk Management, Asset Consulting, Strategic Philanthropy, and Family Administration. • Leader of the Multi-Family Office Client Team, providing high-value, high-touch experience to over 20 families. • Excellent client retention; have led several family relationships for over 8 years.• Lead face-to-face client discovery conversations in order to develop a comprehensive financial plan covering tax, investment, philanthropy and family governance. • Liaise with accountants, lawyers and other client Centers of Influence to review matters and facilitate the implementation of recommendations.• Team leader and functional specialist in all aspects of tax, estate planning, and financial planning. Show less

• • 2006 - 2010

  • Instrumental in the creation and execution of the firm’s unique Client Discovery Process• Built relationships with high net worth executives and business owners in order to provide tax, estate, and other financial planning advice. • Researched tax, estate, and related issues in support of the partners and clients. • Oversaw and assisted in the preparation of clients’ tax and other compliance related requirements.



AIC Limited

• Associate Vice President, Tax Smart Services

  • Jan 2000 - Jun 2006



KMPG

• Staff Accountant

  • 1996 - 1999