Sarah Hart, CIM

Investment Counsellor

Tel: 416-359-8071

Address

BMO Private Wealth

100 King Street West
42nd Floor
Toronto, ON
M5X 1A1
Map

Contact Me

Tailored Planning

Tailored and integrated wealth planning


We begin the wealth planning process with an initial meeting to discover your goals and concerns. I follow best practices to solve the problems and concerns that keep you up at night. My in-depth discovery process considers your current and future wealth goals and obligations to ensure we design a customized solution that considers multiple priorities. You and your goals remain central to the planning process and all the recommendations that I present to you.
 
When a deeper level of expertise is required, I collaborate with my experienced network of BMO specialists – at the pace you want and need – to offer highly sophisticated planning. You may need time to get comfortable about sharing very personal information, adjusting to change and making decisions. On your terms, I will help you plan to achieve your retirement and other wealth goals so you can focus on what matters most to you.
 
I will bring together and manage an extended team of in-house BMO Private Wealth experts based on your unique needs and work very collaboratively to build a total wealth management plan based on your personal situation. This can include:
 
  • Investment management
  • Tax efficiency planning
  • Accountancy services
  • Insurance solutions
  • Legal consultation services
  • Trust and will services
  • Customized credit solutions
  • Private and commercial banking
  • Cross-border advisory services
  • Liaison with your existing advisors
  • Business/practice succession planning
  • Estate planning
  • Retirement planning 
  • Planned giving strategies
  • Customized credit and banking services and solutions
  • Cash management planning to support your pre- and post-retirement lifestyles

Together, we will ensure your wealth management needs are fully considered and integrated seamlessly when developing your family wealth solution, no matter how complex.