About Us

Sarah Mason is a seasoned Portfolio Manager with a reputation for delivering consistent, risk-aware investment results and a deeply personalized client experience.  With over 15 years of experience within portfolio management, Sarah combines disciplined portfolio construction with a client-first mindset – focusing on long-term performance, capital preservation, and peace of mind for every investor.

 

As a Chartered Investment Manager (CIM), Sarah brings a deep commitment to ethical investing, transparency, and fiduciary responsibility.  Her expertise spans private wealth management, retirement planning and risk mitigation.  

 

Known for a steady hand in all market conditions, Sarah takes pride in building tailored strategies that align with each client’s goals, values and life stage.  She believes true success in wealth management is defined not just by numbers, but by trust, transparency, and meaningful relationships.

Clients value Sarah for her proactive communication, attention to detail, and commitment to making the complex simple.  Whether navigating volatile markets or planning for generational wealth, Sarah serves as a steady partner, advocate and advisor.

 

Outside of the office, Sarah enjoys spending time with her husband and two lovely daughters. Sarah enjoys skiing, golf, swimming & keeping active with her children.

With over three decades of investment experience, Wayne is a seasoned portfolio manager known for his strategic insight, market acumen, and deep client relationships.  Throughout his career, Wayne has guided individuals, families, and institutions through dynamic market cycles with a steady hand and a sharp focus on long-term growth and capital preservation.

 

Wayne began his career in the early 1990s, gaining early exposure to equity research and fixed income markets that have continued to change and adapt over time.  Over the years, he developed a reputation for disciplined portfolio construction, thoughtful risk management, and an approachable, client-first philosophy.  His investment style blends fundamental analysis with macroeconomic awareness, ensuring portfolios remain responsive to both opportunity and risk.

 

As a Portfolio Manager, Wayne upholds the highest standards of ethics and professionalism.  He has managed a diverse range of portfolios, always tailoring strategies to align with each client’s unique objectives, time horizon and risk tolerance.

 

Clients value Wayne’s ability to listen, educate and build trust- qualities that have earned him long-standing relationships across generations.

Wayne & his wife love to travel and spend time with their two adult sons.  When he’s not in the office, Wayne can be found at the gym where he enjoys weightlifting & yoga. 

Andrew Campbell, originally from Waterloo, is a graduate of Queen’s University with a Bachelor of Arts in Economics. Since joining BMO in 2019, Andrew has remained focused on building strong, lasting relationships with clients. He is equally committed to developing his expertise in the financial services industry and is currently pursuing both the CFA® and CFP® designations.

 

As a licensed Investment Representative, Andrew is authorized to place equity and mutual fund trades and provide clients with information regarding their account holdings and securities. He also oversees many of the team’s day-to-day administrative operations, helping ensure a smooth client experience. Known for his reliability and warm, approachable demeanor, Andrew serves as a key point of contact for client inquiries and service needs.

 

Outside the office, Andrew enjoys spending time with his partner and family, relaxing at the cottage, and staying active.