CDV Affiliate Financial Specialist
CPA (WA), CFA, CFP
BUSINESS NAME: BMO Private Wealth
ADDRESS: 595 Burrard St., 9th Floor Vancouver, British Columbia V7X 1L7
PHONE NUMBER: 604-235-4646
Sarah is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow analysis, retirement needs, tax planning strategies, risk management, philanthropy and estate planning. Drawing on her experience in tax and public accounting, her clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Experience and background
Sarah joined BMO Private Wealth in 2019. Prior to this role, she was a tax manager at Smythe, specializing in cross border planning for privately owned businesses and high net worth individuals. Sarah has experience with a wide variety of tax issues including personal, corporate, trust, and cross border tax.
Education and credentials
Bachelor of Science (BSc) from McGill University
Certified Public Accountant (CPA, Washington)
Enrolled Agent (EA)
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
What sets BMO Private Wealth apart
Using a holistic approach, Sarah collaborates with her colleagues in BMO Private Wealth to design integrated solutions that enable clients to achieve their personal wealth goals. Sarah's goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Sarah knows how to navigate the nuances and complexities of wealth management so that clients have the confidence that their goals are within reach.