Sarah Mason, Portfolio Manager & Senior Wealth Advisor, CIM

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Waterloo, ON
Sarah Mason, Portfolio Manager & Senior Wealth Advisor, CIM

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Our mission is to help clients identify opportunities within their personal finances to optimize their wealth, while crafting tailored investment portfolios that align with their unique goals and long-term success.

07/09/2026

As I look ahead to launching the next chapter of my practice this summer, I've been reflecting on leadership and the kind of culture I want to build.

One book that has had a meaningful impact on my thinking is The Ride of a Lifetime by Robert Iger.

What stood out wasn't just Disney's success—it was the focus on trust, accountability, empowering talented people, removing obstacles, and having the courage to make difficult decisions when needed.

The strongest teams aren't built through micromanagement. They're built by creating clarity, fostering ownership, and surrounding yourself with people who care deeply about the work they're doing.

As my role continues to evolve as the sole owner and leader of our practice, I'm increasingly realizing that success isn't about doing more yourself—it's about helping great people become even greater.

A worthwhile read for anyone leading a team, building a business, or navigating a period of growth and change.

📚 The Ride of a Lifetime by Robert Iger

07/06/2026

The first half of 2026 has been a tug-of-war between disruptive shocks and durable underlying trends. Through it, the global economy proved to be resilient, and equity markets continued to move higher.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “2026 at the Half: Resilience Under Pressure.”

Click here to check out the full report and video: http://spr.ly/6009BE6hKd

06/24/2026

Some of the best conversations don't happen in an office.

Last night, I had the opportunity to spend time with guests at an incredible sporting event in Toronto. Between the energy of the crowd, the world-class atmosphere, and the chance to simply enjoy time together, it was a reminder that relationships are built through shared experiences.

Thank you to BMO Nesbitt Burns for creating opportunities like these. I'm proud to work for an organization that believes in bringing people together, supporting communities, and creating meaningful experiences.

Grateful for the memories—and for the people I get to share them with.
💙

06/22/2026

Most businesses don’t stall because of strategy.
They stall because of leadership.

One of the most important shifts in our growth hasn’t been a new investment strategy or market insight—it’s been how I lead.

Working with a business coach has fundamentally changed how I think about building a practice at scale. It forced me to step out of the operator mindset and into true leadership—where success is measured not by how much I do personally, but by bringing in external skillsets that support us in delivering excellence.

That shift isn’t easy. It requires letting go, getting uncomfortable, and being willing to be challenged.
But it’s also where real growth happens.

Today, we’re more intentional about how we operate—aligning roles with strengths, creating space for our team to excel, and building something that is far greater than any one individual.

At a certain level, success is no longer about individual performance—
it’s about collective excellence.

Thank you to Katie Wright and the positive impact she has made in our team.

It takes a village. And the right guidance can change everything.

06/05/2026

A special evening for our team—and a meaningful milestone.

Wednesday evening, we had the privilege of celebrating Wayne and the incredible career he’s built, alongside many of the clients and relationships that have been such an important part of that journey.

Working alongside Wayne over the years has been just that—a journey. One defined by trust, shared values, and a deep commitment to the clients we serve. His impact on our practice—and on so many lives—will be lasting.

This evening was also a reflection of something I believe deeply: it truly takes a village.

Standing together as a team—Andrew, Fabiola, Holden, Maeve, and Wayne—it was a moment of both gratitude and evolution. Proud of what we’ve built, and equally proud of the next chapter we’re stepping into together.

To our clients who joined us for the celebration—thank you. Your presence meant a great deal, and your trust over the years is something we never take for granted.

Wayne, congratulations on this well-deserved next chapter.
Your legacy is strong, and we are better for having built alongside you.

Photo from Left to Right: Fabiola Lopez, Holden Parker, Sarah Mason, Wayne Schooley, Andrew Campbell & Maeve Prudham

06/04/2026

Three months after the eruption of hostilities in the Middle East and the most frequent question we get is “Why are capital markets doing so well?”

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Goldilocks Held Hostage.”

Click here to check out the full report and video: http://spr.ly/6004B8UecM

05/25/2026

After more than 30 years as an Investment Advisor, my business partner Wayne Schooley is retiring this summer, effective August 1, 2026.

Wayne and I have been partners for eight years this June. Ours was very much an arranged marriage—two fairly opposite personalities brought together with a shared goal. There was a slight adjustment period (as there always is), but we hit the ground running and quickly built something special.

What has always stood out about Wayne is his calm demeanor, his incredible kindness, and the deep, genuine relationships he has built with clients over decades. Clients trust him because he listens, because he cares, and because he shows up consistently—year after year—with steadiness and integrity.

Some of my favourite memories together include our very first client event—a business luncheon held during the worst ice storm the city had seen in years (huge thanks to the brave clients who still made it out)—and our many road trips to visit out‑of‑town clients, where I would politely forbid Wayne from keeping talk radio on in the car.

Over the years, I’ve learned so much from Wayne—about patience, perspective, and the importance of taking excellent care of people. Together, we built a business grounded in one simple principle: put our clients first, always.

I will greatly miss working alongside my awesome business partner, but I couldn’t be happier for him. Wayne, wishing you an incredible start to a very well‑deserved retirement this summer.
Thank you for everything.

05/15/2026

Our client friendly video series is designed to educate and empower our clients to make sound investment decisions.

Our Spring Quarterly Update covers the following:

1. Market Update
2. Wealth Themes: A chat with Melissa Saunders from BMO Trust
3. A Word from Wayne Schooley before his Retirement

You are welcome to share this video with any friends and family who would find this content informative.

View the full video on our website: https://nesbittburns.bmo.com/Sarah.Mason/video-series

05/14/2026

A resilient market story is unfolding, even as investors navigate a steady stream of uncertainty.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in the latest Global Markets Commentary, “Resounding Resilience.”

Take a look at the full report and video here: http://spr.ly/6002BBSYsA

05/09/2026

This Mother’s Day, I’ve been reflecting on what truly motivates me.

As a Mom, my greatest hope is to give my daughters the confidence and freedom to explore the world, lean into their unique strengths, and discover what lights them up.

That kind of support doesn’t happen by accident.

Financial discipline — being intentional with my income month after month — gives me the ability to say yes as their interests grow, change, and evolve. Whether that’s education, sport, creativity, or new experiences, it’s about creating opportunity.

As a busy working mom, I know how easy it is to put financial planning on the back burner. Life is full. When I coach clients, I focus on the power of small, consistent decisions that compound in powerful ways.

Being intentional today is one step closer to helping my daughters reach their full potential tomorrow.

To the mothers doing their best to balance ambition, care, and foresight — you’re not alone.
Happy Mother’s Day 🤍

Address

20 Erb Street West, 3rd Floor
Waterloo, ON
N2L1T2

Website

http://www.masonschooley.com/

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