BMO Private Wealth – BMO Private Banking Director, Wealth Planning Magnus Aaserud Director, Wealth Planning Sara Johnson Director, Wealth &Tax Planning Holly Castle BMO Private Banking Ryan Siranni, Private Banker BMO Estate Insurance Advisory Sarah King, Estate & Insurance Advisor Wealth Planning Consultants will partner with Nesbitt Burns advisors to work with clients who require a higher level of expertise due to their level of wealth and the complexities involved. Wealth & Tax Planning Consultants are subject matter experts in taxation and will also manage the end-to-end wealth planning process for high net-worth clients and complex cases. Areas of focus include tax and estate planning issues related to individuals, privately held corporations, trusts and estates.