Our Partners

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.

Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on"approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.

Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.

Anadi's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.

In 1997 Tanya began working for a major Canadian Bank where she completed her Canadian Securities Course in 1998. She joined BMO Financial Group in 2000 as a Financial Planner and then in 2014 she moved to BMO Private Banking as a Wealth Planner.
 
Using a holistic approach, Tanya collaborates with her colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Tanya goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Bernice leads a collaborative team of professionals and works closely with advisors across BMO to support high and ultra-high net worth clients in achieving their goals. With extensive knowledge in advanced tax, business succession and estate planning, including cross border estate planning, Bernice develops customized wealth and tax planning solutions to meet the unique and complex needs of affluent individuals and families.

Shelley Forsythe is the Director of Family Enterprise planning at BMO Family Office. She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals. This process guides clients to navigate towards what's important and enables them to make purposeful decisions regarding their wealth and legacy. Shelley takes an in depth approach to gain insight into each client's overall goals and intentions to customize intergenerational options and solutions. She specializes in facilitating family governance and legacy conversations to promote education, harmony and effective communication across generations.

Shelley has been in the financial services industry for over 30 years. Her experience includes banking, investment management, financial planning, trust company and family office experience. She has earned eight professional designations in various disciplines, including the Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP) and Master Financial Advisor - Philanthropy (MFA-P).

Shelley's goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth and legacy plans.

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of BMO Nesbitt Burns clients.

Thomas joined BMO Private Banking in January of 2019, after spending his previous 7 years working in the Private Banking divisions of other Financial Institutions. Prior to Thomas’ move to Calgary from Hamilton, Ontario, he was a member of the Corporate Finance team specializing in Automotive Finance. Previous to Corporate Finance, Thomas’ career began in the retail branch network.

As a Private Banker, Thomas works with successful Canadian families to provide oversight and exceptional service related to their everyday banking & wealth planning needs. With a strong lending background, Thomas offers expertise in delivering various deposit and complex lending structures that align with our clients specific needs. Merging experience developed in the personal and business banking sectors, he works to provide an advice based relationship banking model with entrepreneurs, professionals and their families.

Outside of the office Thomas is a proud husband to Danielle, and father of three energy-filled boys, Christian, Adrian & Dominic. As an avid music and sports fan, time away from the family or office would be spent enjoying these hobbies.

After joining BMO in 2000, Laurie moved to Private Banking in 2006 as a Lending Specialist and subsequently to her current role as Senior Private Banker in 2007. Laurie is well known for her collaborative approach to working internally with Nesbitt Burns Investment Advisors and their clients to meet both their day-to-day banking needs and their more complex requirements. She is committed to providing an exceptional client experience through solutions and strategies that help them meet their financial goals.
 
Laurie received her Bachelor of Commerce from the University of Saskatchewan with a Major in Finance. She is also a CFP charter holder and CIFP Association Member.

Tessa is a specialist in personal and commercial lending strategies for high net worth individuals and their families. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.

Tessa will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Mina is a specialist in personal and commercial lending strategies for high net worth
individuals and their families. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.
 
Mina will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly.
 
Mina will begin with a discussion to understand her clients goals and priorities relating to family, work, lifestyle and money. Using a holistic approach, Mina then collaborates with her partners in BMO Private Wealth to design integrated solutions (banking, lending, trust, estate, investment management and business succession planning needs) to enable clients to help achieve their wealth goals.