Our Partners

Bernice leads a collaborative team of professionals and works closely with advisors across BMO to support high and ultra-high net worth clients in achieving their goals. With extensive knowledge in advanced tax, business succession and estate planning, including cross border estate planning, Bernice develops customized wealth and tax planning solutions to meet the unique and complex needs of affluent individuals and families.

As a member of the BMO High Net Worth Wealth Planning team, Deanna brings together the knowledge and experience of our in-house tax and estate professionals and provides comprehensive wealth planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their complex financial circumstances to help them make better financial decisions.

Deanna has been working with BMO clients to create and manage wealth for 21 years and holds three recognized financial planning designations. Prior to BMO, she worked with several major financial institutions in banking, investment, and insurance advisory roles.

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.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.