My Team

An action-oriented individual who enjoys working hard and getting things done quickly, Selina is an integral part of my team. Behind the scenes, she handles all of our administration and operational matters, keeps me organized, prepares information for client meetings and annual reviews, gathers and formats data into reports and dashboards, and collaborates with our partners and branch staff. She understands that time is important in the financial industry, especially when markets are volatile.
 
Selina is always available to answer enquiries, manages requests according to established policies and procedures, and ensures our clients’ needs are met and their expectations are exceeded. She began working with BMO as a Financial Services Manager in 2013 and joined BMO Private Banking in 2019. Previously, she worked at a travel agency as an Accountant’s Assistant for three years. Selina holds a bachelor’s degree in Economics from the University of Saskatchewan. She has completed the Investment Funds in Canada (IFIC) exam, passed the Canadian Securities Institute’s Financial Planning 1 and 2 exams, and has completed the Canadian Securities Course. Selina speaks fluent Mandarin. After work, she enjoys spending time with her husband, two young daughters and Labrador retriever.

Jennifer works as part of a collaborative team of wealth planning professionals to assist clients with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their tax and estate planning needs. Prior to joining BMO, Jennifer was a Senior Tax Manager at a large international accounting firm where she advised a variety of clients in the areas of tax, estate, retirement, and financial planning.

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.