Wanda Mackay

Senior Trust Officer

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

Susan Tregunno

Trust Officer

Susan works very closely with clients to ensure they are well supported through times of transition. She administers a diverse portfolio of Estate, Trust, Power of Attorney, Guardianship and enCircle accounts. Her commitment to helping clients realize their goals, her attention to detail, as well as her natural empathy, are assets that her clients appreciate. On the personal side, Susan enjoys an active lifestyle and is an avid skier who heads for the hills whenever she can. She also enjoys hiking, cycling, kayaking and travel. Susan is a member of the Halifax Estate Planning Council and an affiliate member of the Society of Trust and Estate Practitioners Canada (STEP Canada).

Sandi Hunter

Experienced and Collaborative Trust and Estate Services

At BMO Trust Company, we can help you take action on some of life’s most important financial matters and manage even the most challenging transitions while feeling confident and supported.
 
Complications and conflict often accompany significant wealth
 
As you grow wealthier, you may face increasingly complex wealth and estate needs, more dynamic relationships and diverse assets held across various geographies involving multiple generations.
 
We help you to manage these complexities and make some of the most emotionally charged decisions you’ll ever have to face – from caring for a loved one to planning and executing your multifaceted estate. 
 
We are uniquely poised to help
 
With sensitivity and advocacy, we always look for ways to add value, remove complexity, address long-term objectives, improve your family’s overall wealth structure, and seek efficiencies to reduce cost.
 
Whether creating trusts and estates to safeguard your last wishes, preserve your wealth and transfer assets, or liaising with beneficiaries, managing property, or simply paying bills, we work together with partners across BMO Financial Group to simplify wealth’s inherent complications and craft professional, collaborative solutions to ensure your family is protected today and always.