I joined BMO in 2007 and have gained expertise in various sectors of the bank. Prior to joining BMO Private Banking as a Sr. Private Banker, I managed a complex, high growth technology portfolio with BMO Business Banking. I have an extensive business banking and retail banking background and specialize in complex lending transactions that require in-depth cash flow analysis as well as creative credit structuring. I have a Honours BBA from Wilfrid Laurier University specializing in finance and am very active in the community. I'm a Director on the Plugin board which is a not for profit organization that strives to help the community by organizing fun, charitable events that unite professionals in the region.Â As a Senior Private Banker, I create personalized banking and lending solutions for ultra-high-net-worth families, business owners and entrepreneurs. As a trusted advisor, my sole focus is to meet the unique needs of each client to deliver an exceptional experience that fosters meaningful, long-term relationships. Importantly, I understand â and effectively address â the inherent challenges of wealth â from the unified management of personal, business and holding company accounts, to in-depth cash flow analysis and complex credit structuring. Leveraging access to the global resources and expertise of a 200-year-old financial institution, I collaborate with my partners enterprise-wide to provide a comprehensive suite of wealth services including banking, tax, estate planning, business advisory, and discretionary investment management solutions. Ultimately, I am able to seamlessly execute on delivering timely and efficient access to capital, ensuring ongoing alignment with client objectives.