Richard grew up in England and began his trust career in Jersey, Channel Islands in 1996. There he worked in the offshore banking and finance industry, where he administered portfolios of trusts and property holding companies before he relocated to Calgary in 2008. While in Calgary Richard worked for competitor firms as a Trust Officer, administering portfolios of Estates, Trusts and Powers of Attorney and as an Estate and Trust Advisor developing new business for the trust company; Richard was also an active member of the Calgary branch of the Society of Trust and Estate Practitioners (STEP) and with the Estate Planning Council of Calgary. In 2017 Richard moved to the Okanagan and settled in Kelowna.
Richard works with clients and advisors to develop and implement solutions for wealth planning. He provides guidance on structuring estate plans, protecting assets, and ensuring an efficient and effective administration and transfer of assets. He also provides guidance through BMO Trust Company’s agent services to individuals who act as powers of attorney and in other similar roles.
Richard is well regarded in the estate and trust community, remains active with STEP and holds the industry standard TEP and MTI designations.
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.
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.