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 dedicated to building strong, lasting relationships with clients while continuously advancing his expertise in the financial services industry.

Andrew holds the Chartered Financial Analyst (CFA®) designation and is currently pursuing the Certified Financial Planner (CFP®) designation. With a strong foundation in financial analysis, portfolio management and ethical investing, Andrew leverages his CFA training to design tailored strategies that align with each client’s financial goals, risk tolerance, and time horizon. 

Passionate about financial education, Andrew ensures clients understand the ‘why’ behind each investment choice.  His approach combines quantitative analysis with a human touch – translating complex financial concepts into clear, actionable strategies that build confidence and long-term success.

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

Fabiola is dedicated to delivering exceptional client experiences, combining professionalism, accuracy, and a strong commitment to service excellence.

Bringing over 15 years of international experience in financial administration, customer service, and operational support, Fabiola offers a solid foundation in client relations and a deep understanding of multicultural service delivery. Her background has strengthened her bilingual communication skills in English and Spanish and shaped her passion for ensuring clients feel supported and informed.

Before joining BMO in 2024, Fabiola served in a variety of financial administrative roles that honed her organizational abilities, problem‑solving skills, and client‑focused mindset. She is currently pursuing the CIRE designation, actively building her knowledge of Canadian investment regulations and strengthening her expertise in the industry’s compliance and regulatory framework.

When she’s not working, Fabiola enjoys spending quality time with her husband and son. Whether traveling, going for family walks, or simply being together, those moments keep her grounded and inspired.