Brad Petryk, MBA, CIM, FCSI
Senior Wealth Advisor And Financial Planner
Brad is a graduate of the University of Alberta, with a B.A. (Econ.), and has been with BMO Nesbitt Burns since 1998. Brad is a Certified Investment Manager and a Fellow of the Canadian Securities Institute.
Brad has compeleted his MBA, with the Edinburgh School of Business, Edinburgh, UK as of June 23, 2009.
BMO Mobile Mortgage Specialist
Bill graduated from the University of Calgary in 1996 with Bachelor of Art’s in Economics. He has over 15 years in personal lending experience and began working with Bank of Montreal in 1999.
Bill can walk you through the various financing options, and help you choose what makes the most sense for you.
Whether you are:
-thinking of buying your first home
-considering a renovation
-looking to switch your current mortgage to BMO Bank of Montreal
-planning to turn your dream of a vacation home into reality
-considering the purchase of a residential investment property
-considering using your current home to build your investment savings
or, just have home financing questions – Bill is available to help 24/7.
Please note: documentation completion will take place at a BMO Bank of Montreal branch of your choice.
Mobile Mortgage Specialist
Cell: (403) 629-7761
Fax: (403) 503-7765
Sarah King, B.Comm. (Fin), PFP
Estate And Insurance Advisor
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 has been helping 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 believes in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their specific goals. Her solutions focus on minimizing the client’s risk, protecting 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.
Mina Maracle, CFP
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. If required, she will help coordinate participation
from your other advisors, such as lawyers and accountants.
Mina began her career in the banking industry in 2012. She has worked
in various different lines of businesses, with joining the Private Banking
sector in 2018. She now serves as a Private Banker.
With regard to her industry training and qualifications, Mina has obtained the CFP (Certified Financial Planner) designation that attests to her expertise in financial planning strategies and her commitment to uphold a high standard of ethical responsibility. She has also completed other financial planning courses and the Investment Funds in Canada Course offered by Canadian Securities Institute.
When Mina is not in the office she enjoys hiking, skiing, biking and
spending time with her dog, Trigger.