BMO Nesbitt Burns
1180 Columbia Street W, 201F
Sara Johnson, Ph.D, LL.M, TEP, CFP
Director, Wealth Planning
Tel: (250) 317-0276
Sara leverages her diverse and collective experience to deliver an integrated wealth planning experience. Through a consultative process she explores financial planning, family education and governance, philanthropy, art, business advisory services, tax and wealth transfer strategies for our clients. Sara’s expertise and resources add value for the families we serve, as an integral part of the team and our strategy. Sara joined Private Banking in 2011 and has worked in various planning and sales capacities for over 14 years.
Sara has completed an LL.B., from the University of Milan, Italy (major in European Anti-Trust Law); LL.M. from the University of Nijmegen, The Netherlands, in European Business Law (major in European Securities and Banking Law); a Ph.D. in International Business Management, with a thesis in the field Behavioral Economics, Paris, France. She has also an accredited TEP, CWM, CFP, CSC, PFPC, CSA and Options & Derivatives Qualified Trader. Affiliate member of the CFA Society and CFA Okanagan Chapter, active member of STEP Canada, Kelowna Chapter; KEPS and UBCO Gift Planning Society. She is an honorary global advisory board member of the American Academy of Financial Management and member of the board of directors of the International Academy of Management and Business.
Education & credentials
- Doctor of Philosophy in International Finance and Law (Ph.D)
- Master in European Business Law (LL.M), major in Securities and Banking law
- Certified Financial Planner (CFP)
- Trust And Estate Practitioner (TEP)
- Art in Global Business certification
- Affiliated Member of the CFA Society, Okanagan Chapter