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Home
About Us
Client Service Agreement
Wealth Planning
Portfolio Management
Testimonials
Contact Us
Video Series

Home
About Us
Client Service Agreement
Wealth Planning
Portfolio Management
Testimonials
Contact Us
Video Series

Video Series

Winter 2026 Quarterly Update

Fall 2025 Quarterly Update

Follow us on Facebook: https://www.facebook.com/SarahMasonBMOPrivateWealth.

Email: sarah.mason@nbpcd.com

20 Erb St West 3rd floor Waterloo, Ontario N2L 1T2

Sarah Mason

Senior Wealth Advisor & Portfolio Manager

Phone 519-886-7649

Wayne Schooley

Senior Wealth Advisor & Senior Portfolio Manager

Phone 519-886-1314

Andrew Campbell

Investment Associate

Phone 519-886-3288

Fabiola Lopez

Client Service Assistant

Phone 519-568-4066

Branch Address

20 Erb St West 3rd floor, Waterloo, Ontario, N2L 1T2

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