Sarah is a Wealth Planning Consultant with BMO Private Wealth, specializing in holistic financial plans tailored to the unique needs of successful Canadian families and entrepreneurs. With more than a decade of experience spanning wealth management, public accounting, and fintech, she brings a combination of technical expertise and practical insight to her work.
Sarah partners with multidisciplinary specialists in taxation, estate law, philanthropy and business succession, to deliver integrated strategies that help clients navigate the complexities of wealth accumulation, preservation, and transition.
A Finance graduate from McGill University and a Certified Financial Planner, Sarah is passionate about making sophisticated financial strategies accessible. She is dedicated to democratizing financial literacy and empowering Canadians to make confident, informed decisions - so they can grow, protect, and transfer their wealth with clarity and purpose.
