Patrick Barrette, CFP, CIM, FMA

Investment Advisor & Financial Planner

Tel: 250-277-1076
Fax: 250-614-4256
Toll Free: 888-880-3380

Address

BMO Nesbitt Burns
1445 West Central Street
Prince George, BC
V2M 5S5
Map

Contact Me

Private Wealth Partners

Magnus Aaserud, CPA, CA, CFP
Director, Wealth Planning at BMO Wealth Management

 
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.
 
Experience & background
Magnus joined BMO Wealth Management in 2016. Prior to this role he was an accountant with KPMG for 7 years, including the last 4 years as a tax specialist. Magnus has experience with a wide variety of tax issues, including personal, corporate, trust, and non-resident tax.
 
 Education & credentials
  • Bachelor of Business Administration (BBA) with a major in Financial Services and Accounting
  • Chartered Professional Accountant (CPA), Chartered Accountant (CA)
  • Certified Financial Planner (CFP)
  • CPA In-Depth Tax Course

Sara M. Johnson, Ph.D, LL.M, TEP, CFP
Director, Wealth Planning at BMO Wealth Management

 
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.
 
Experience & background
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


Holly Castle, CPA, CA, TEP
Director, Tax Planning at BMO Wealth Management

 
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate  planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving,  creating tailored solutions for a diverse group of clients.
 
Experience & background
Holly joined BMO Wealth Management in 2017 after an extensive career in public accounting, including progressively senior tax roles at Deloitte and Grant Thornton LLP. During this time Holly focused on tax and estate planning issues related to individuals, privately held corporations, trusts and estates.
 
 Education & credentials
  • Chartered Professional Accountant (CPA, CA)
  • CPA Canada In-Depth Tax Course (attended and served as an instructor)
  • Trust and Estate Practitioner (TEP)
  • Member of the Canadian Tax Foundation
  • Member of the Estate Planning Council of Vancouver