Fax: 416-359-4942
Tel: 416-359-6833

Address

BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Contact Us

Karen Sparks

Wealth Management Consultant

Tel: (416) 359-7422

Fax: ---

E-mail: karen.sparks@bmonb.com

As a member of the Wealth Management Consulting team, Karen brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
She provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Karen has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several financial institutions where she supported financial advisors in building their business. Most recently, she worked at an investment counsel firm where she provided high net worth clients with financial planning and investment counselling advice.

Karen holds the CERTIFIED FINANCIAL PLANNER® or CFP® designation and an MBA from the Rotman School of Management, University of Toronto and a BA from York University.