Bill Pattar
BMO Mobile Mortgage Specialist
Sarah King, B.Comm. (Fin), PFP
Senior Estate & Insurance Advisor, BMO Estate Insurance Advisory Services
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.
Mina Maracle, CFP
Private Banker
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.