Your Wealth Advisory Team

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.