Derek Fisher

Portfolio Manager

In 1997, after a 7-year career in various management capacities, I chose to pursue my passion for the investment industry. Over the years since, I have worked with individuals, families, and small business owners towards the achievement of their unique financial goals. I hold the following industry designations: Portfolio Manager, Certified Financial Planner or CFP® practitioner, Financial Management Advisor (FMA), Certified Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). And, as of 2022 me and my amazing Team have proudly achieved BMO Private Wealth's highest client satisfaction and loyalty recognition.

Sarah Fletcher

Investment Advisor

I began my career with BMO in 2006.  In my previous roles as the Branch Manager and Financial Planner, I have gained the skills and knowledge of managing daily operations, managed the regulatory requirements for the branch and ensuring all compliance obligations are met.  My focus on the team is to manage the business development, assist in facilitating transactions and client communications for an optimal client experience.  I enjoy working collaboratively with my team to maintain client loyalty and realize their full potential.
When I'm not in the office I enjoy spending time with my family outdoors.  We have a love for camping, traveling and golfing.

Keri McLaughlin

Administrative Assistant

I began my banking career in 2015 at another Financial Institution - working a variety of Retail Administration positions before becoming an Account Manager. I joined the team at BMO Nesbitt Burns in September of 2022; following my career passion.- working with investments.  I am excited to work with a great team to meet your financial goals. My husband, Gary and I, are proud parents to two teenagers and one adult child.  I value cheering on the kids with all of their endeavors and any moments I can find to work on a craft project.

Additional Partners

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Marisa McAviney

Private Banker

Marisa specializes in providing comprehensive day-to-day banking and specialized borrowing solutions to high net worth individuals. Marisa has a strong commitment to client experience and recognizes that every client situation is unique. Using a holistic approach, Marisa works closely with a team of professionals with expertise in Investment Management, Trust & Estate Planning  and various other financial planning specialties to provide a customized financial solution for her clients.

When not busy helping her clients meet their personal wealth goals, Marisa spends her time with her husband, Don, and their two children, Ryleigh and Theo. Marisa was born and raised in Southern Saskatchewan and proudly calls Regina “home”.

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Tyler Lindgren

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.

Tyler entered the financial services industry in 2007 after graduating from the University of Saskatchewan, College of Commerce and is currently working on his Certified Financial Planner Designation. Along with Mark Moulson, Estate & Insurance Advisor, Tyler serves Saskatchewan, Manitoba and Northern Ontario.

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Jason Aspinall, BA, CFP

Director, Wealth Planning, BMO Wealth Planning

As a member of the Wealth Management Consulting team, Jason brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.

Jason has over 7 years of experience in the financial services industry. Prior to joining BMO, he worked as a Financial Consultant creating comprehensive financial plans for his client base. Jason received the Certified Financial Planner designation in 2014 and the Chartered Life Underwriter designation in 2018.

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Jennifer Muscoft, CPA, CA, TEP

Director, Tax Planning

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.

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Gayle Pederson, TEP, CFP, MTI

Director, Will and Estate Planning

Gayle works with individuals and business owners to provide comprehensive estate and incapacity plans. An estate and incapacity plan can help to:

  • Minimize taxes and probate fees, where applicable;
  • Reduce estate administration costs;
  • Determine how your assets will be distributed to loved ones and charities; Protect the value of your estate;
  • Appreciate the use of trust structures;
  • Understand effective ways to assist family members with special needs.

 

Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.


Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts.