Tel: 250-490-2902

Address

BMO Nesbitt Burns
195 Main Street
Penticton, BC
V2A 6K1
Map

BMO Nesbitt Burns
1484 Water Street , 3rd Floor
Kelowna, BC
V1Y 1J5

Contact Us

Our Partners

Our Partners

 

Sarah King, B.Comm (Fin), PFP 
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 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 Care, it is evident she is dedicated and determined at whatever she puts her mind to. 

 

Magnus Aaserud, CPA, CA, CFP 
Director, Wealth Planning, BMO Wealth Planning

Magnus is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow and retirement needs analysis, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.

Education & credentials
• Bachelor of Business Administration (BBA) with a major in Financial Services and Accounting
• Chartered Professional Accountant (CPA), Chartered Accountant (CA)
• Certified Financial Planner (CFP®)
• CPA In-Depth Tax Course