Executive Overview
I have enjoyed senior executive roles leading businesses and teams in Wealth Management, Business Banking, Private Banking, and Personal Banking. My career has spanned roles working with business owners and entrepreneurs. At BMO, in Personal & Business Banking, I led a team of 17,000 colleagues across Canada and was privileged to have had the opportunity to lead the Private Bank in Asia. I am known as someone who actively engages with business owners and personal clients on complex client situations. I pride myself on always focusing on the customer. A perfect day for me has a lot of variety but definitely interacting with people, my team and their clients. I get great energy leading and inspiring teams. I love setting ambitious goals and winning, particularly over the long game.
Career Timeline
- NABCurrentJun 2025–Present· 1 yr 5 mos
- Group Executive, Business and Private BankingCurrentJun 2025–Present
- Nov 2023–Jun 2025· 1 yr 7 mos
- Co-Founder, Delisle Advisory GroupApr 2025–Jun 2025
- CEO & Co-FounderNov 2023–Jun 2025
- Oct 2000–Mar 2022· 21 yrs 5 mos
- EVP & Head, BMO Private Wealth, Canada & Asia2019–Mar 2022
- EVP & Head, BMO Nesbitt BurnsFeb 2018–2019
- Executive Vice President & Head, Sales & Distribution, Personal & Commercial BankingAug 2015–Feb 2018
- Senior Vice President, Greater Toronto Area, Personal & Commercial DistributionFeb 2012–Aug 2015
- Senior Vice President & Head, Private Bank, Canada & AsiaJun 2009–Feb 2012
- Chief Operating Officer, BMO Private Bank2007–Jun 2009
- VP & Market Leader, GTA, BMO Private Bank2005–2007
- VP & Head, Investment Management, BMO Harris Private Investment Counsel2002–2005
- VP, Investment Communications, BMO Harris Investment ManagementOct 2000–2002