Our Partners

Taylon provides advanced and customized services to Canadians for their banking, lending and cash management needs. Taylon works closely with families, business owners, professionals and executives to help achieve their long and short term financial goals so that they can get the most out of their lifestyle and spend time where it matters most to them.

He works closely with a team of professionals to help provide financial planning advice to client's on big picture goals such as tax planning, investment management and estate planning. Together we aim to give top-tier planning and adapt as clients progress through their different stages of life.

​Sean advises high net worth and ultra-high net worth individuals, families, professionals and business owners on comprehensive wealth planning and structuring. In addition to drawing on his own extensive experience, Sean is a member of the BMO High Net Worth Planning team of specialists with expertise in taxation, estate and trust planning, business succession planning and philanthropy. Sean helps clients understand and define their needs and goals and can explain complex solutions in an easy to grasp approachable manner.
 

Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.

Eric works with high‑net‑worth clients to design insurance‑based strategies that support complex tax, estate, and philanthropic goals. His focus is on protecting permanent capital and strengthening long‑term legacies by translating technical concepts into clear, actionable advice.
 
Eric brings over 25 years of experience in the insurance industry, beginning his career at a large Canadian life insurance company as an Actuarial Analyst and Product Manager. This foundation gives him deep insight into the mathematical and structural mechanics of life insurance, allowing him to demystify sophisticated planning strategies and help clients make confident, well‑informed decisions.
 
Originally from the East Coast, Eric has called Alberta home since 2008. Outside of work, he is an avid skier and hiker and a lifelong pianist. Eric holds a Bachelor of Mathematics from the University of Waterloo and is a Chartered Financial Planner (CFP) and Chartered Life Underwriter (CLU). 

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.

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

Rima has 18 years of retail banking experience with BMO, most recently as a Senior Banker at the Mission Hill Branch.  She has been a key driver of branch success, excelling in revenue growth, client relationships and customer loyalty. Her collaboration across different lines of business has allowed her to deliver financial solutions tailored to the diverse and evolving needs of her clients.  Her dedication to excellence has been recognized as a two-time recipient of BMO’s Best of the best award.

Born and raised in Edmonton, Rima earned a Finance degree from the University of Alberta before starting her BMO career in 2007.

Outside of work, Rima values spending time with family. She and her husband are proud parents of two daughters who are deeply involved in dance and track. Also a big hockey fan, when she’s not busy cheering on her girls at their competitions and track meets, she’s proudly rooting for the Orange and Blue.