?? Market optimism, wellness, and weekend escapes—this quarter’s video covers it all. We break down our bull case for the markets, explore how health and wealth go hand-in-hand, and ask: should cottage ownership be on your radar for 2026? ?????? ?? Watch now for insights that matter: https://nesbittburns.bmo.com/Sarah.Mason/video-series

Climbing a mountain and building your financial future have more in common than you think. At the trailhead, both journeys can feel overwhelming. The summit looks so far away. But step by step – with a plan, the right tools, and a little perseverance – you make progress. There are moments when you want to quit, a detour you didn’t expect, and times when the path is steep. But then… you catch your first view. A milestone. A savings goal hit. A debt paid off. A small victory that reminds you it’s all worth it. And when you finally reach the top? The view is incredible – not just because you’re there, but because of everything it took to get there. We work with business owners, retirees and busy working professionals to help define & achieve goals, grow and preserve wealth, and ensure no stone is left unturned in implementing the right strategies for them & their family. Keep climbing. Your goals are closer than they appear. And if you need a little help, don’t be shy to reach out. #wealthmanagement #goals

We serve High Net Worth & Ultra High Net Worth Families. What key things do they look for in an Advisor: - Exceptional Client Experience, a best-in-class offering and professionalism. - Fiduciary Duty, ensuring their best interest always come first. - Access to a large breadth of the best investment solutions, uniquely tailored to their goals. If you are looking for a Team that can take you & your family to the next level, we would be happy to connect & share how we help our clients achieve success. www.masonschooley.com