As a Senior Private Banking Advisor, a key part of my role is to provide high-net worth families with convenience, flexibility and peace of mind. I do this through the services I provide and the financial solutions I offer.

I start by understanding your financial goals- whether its cash and credit management, investments or planning- and develop services customized to your unique leads.

Myself and our planning team provides a holistic review of your current situation by performing a deep discovery to learn about the family, understanding the family’s goals, and assess the family’s financial position, as well as any current planning and structures in place; from this very planning, our team is able to illustrate any tax, estate or financial planning needs.