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Joanna Saar


50 Burnhamthorpe Rd West
Mississauga, ON L5B3C2



My Background

With over 20 years of financial planning experience in wealth management, estate planning, cash flow planning and protection planning for high net worth clients, I continue to focus on maximizing tax efficient strategies for my clients. My personal commitment is foremost to the individual needs of my client and offering them proactive solutions and valuable recommendations towards the growth of their portfolio.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.