Meet The Team

Sarah Mason is a seasoned Portfolio Manager with a reputation for delivering consistent, risk-aware investment results and a deeply personalized client experience.  With over 15 years of experience within portfolio management, Sarah combines disciplined portfolio construction with a client-first mindset – focusing on long-term performance, capital preservation, and peace of mind for every investor.

 

As a Chartered Investment Manager (CIM), Sarah brings a deep commitment to ethical investing, transparency, and fiduciary responsibility.  Her expertise spans private wealth management, retirement planning and risk mitigation.  

 

Known for a steady hand in all market conditions, Sarah takes pride in building tailored strategies that align with each client’s goals, values and life stage.  She believes true success in wealth management is defined not just by numbers, but by trust, transparency, and meaningful relationships.

Clients value Sarah for her proactive communication, attention to detail, and commitment to making the complex simple.  Whether navigating volatile markets or planning for generational wealth, Sarah serves as a steady partner, advocate and advisor.

 

Outside of the office, Sarah enjoys spending time with her husband and two lovely daughters. Sarah enjoys skiing, golf, swimming & keeping active with her children.

Andrew Campbell, originally from Waterloo, is a graduate of Queen’s University with a Bachelor of Arts in Economics. Since joining BMO in 2019, Andrew has remained dedicated to building strong, lasting relationships with clients while continuously advancing his expertise in the financial services industry.

Andrew holds the Chartered Financial Analyst (CFA®) designation and is currently pursuing the Certified Financial Planner (CFP®) designation. With a strong foundation in financial analysis, portfolio management and ethical investing, Andrew leverages his CFA training to design tailored strategies that align with each client’s financial goals, risk tolerance, and time horizon. 

Passionate about financial education, Andrew ensures clients understand the ‘why’ behind each investment choice.  His approach combines quantitative analysis with a human touch – translating complex financial concepts into clear, actionable strategies that build confidence and long-term success.

Outside the office, Andrew enjoys spending time with his partner and family, relaxing at the cottage, and staying active.