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Sarah Mason


20 Erb Street West
Waterloo, ON N2L 1T2



My Background

Through an in depth needs discovery process we strive to uncover the apparent as well as the underlying goals and motivations for your lifelong financial fulfillment. Thoroughly understanding all of your goals, allows us to creatively implement solutions that will allow you to achieve your objectives. Working with the Kemick Wealth Advisory Team and the vast array of investment solutions available to us at BMO Nesbitt Burns, allows me the ability to provide exceptional investment advice.

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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.