Dedicated advice to help you grow your wealth and shrink your worry

Our team is passionate about helping you achieve your financial goals and enjoy the assurance of knowing you will be able to provide a comfortable lifestyle for yourself and your loved ones.

We provide a complete and integrated suite of wealth management services to help you to protect and enhance your wealth, plan proactively for life’s stages and challenges, simplify your life and enjoy financial confidence.
 
Working closely with a collaborative team of BMO Private Wealth specialists, we create comprehensive Wealth Plans that encompass investment management; retirement, estate and tax planning; trust services; business succession planning; insurance solutions; philanthropic strategies; and more.
 
Integrity, objectivity and transparency define our practice. We aim to earn your trust by putting your interests first, providing unbiased advice, being honest and authentic and focusing on achieving what matters most to you.
 
As part of BMO Private Wealth, our team brings you access to a tremendous depth and breadth of world-class financial options and a broad range of wealth planning resources from a very collaborative team of specialists. With their support, our team has the time to serve you and your family with personalized attention, build close and long-term relationships, and fully address your unique needs. 

Our Partners

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Magnus Aaserud, CPA, CA, CFP

Director, Wealth Planning, BMO Wealth Planning

Magnus is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow and retirement needs analysis, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.

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Sarah King, B.Comm. (Fin), PFP

Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

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Colin Ashton

Senior Relationship Manager, BMO Commercial Banking

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Cindy Rogers

Business Relationship Manager, BMO Financial Group

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Christian Nielsen

Private Banker, BMO Private Wealth