Karen Sparks
Director, Philanthropic Advisory Services, BMO Private Wealth
Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning.
Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Our goal is to empower clients with comprehensive and customized solutions; resolving complex situations through coordinated and proactive wealth plans.