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.

10/13/2026

I'm returning from BMO Private Wealth's Performance Conference in Toronto feeling energized, challenged, and grateful.
The conference brought together a select group of Private Wealth professionals from across Canada to share ideas, learn from industry leaders, and discuss the future of wealth management.

Over several days, one theme stood out:
The future of wealth management is about much more than investment performance.

The best advisors are building businesses that combine deep technical expertise with collaboration, technology, and exceptional client experience.

Some of my biggest takeaways:
• How artificial intelligence can create greater efficiency, freeing advisors to spend more time on meaningful client conversations.
• Why the strongest client outcomes come from bringing together specialists across investment management, tax, estate planning, private banking, and business succession planning.
• The importance of building scalable teams and processes that allow clients to receive a consistently high level of service as a practice grows.
• How disciplined portfolio construction and access to specialized investment expertise can help clients stay aligned with their long-term goals through changing market conditions.

Most importantly, the conference reinforced something I have always believed:
Our responsibility is not simply to manage investments. It is to help families make confident decisions, simplify complexity, and create lasting wealth across generations.

I am excited to bring these ideas back to my team as we continue building a practice focused on delivering an elevated, family-office-style experience for the individuals, families, professionals, business owners, and retirees we serve.

A sincere thank you to BMO Private Wealth for investing in the development of advisors and creating opportunities to learn from some of the best minds in our industry.

Photographed with my wonderful colleagues: Samantha Sawh, Jaymi Sidor, Natalie Camara

10/07/2026

We believe wealth should feel effortless.

Over the past year, our team has evolved and strengthened with a clear purpose: to provide an exceptional wealth management experience for the clients and families we serve.

Whether you're a busy professional balancing competing priorities, a business owner navigating opportunities and challenges, or a retiree looking to make the most of everything you've built, your financial life can quickly become complex.

Our role is to simplify that complexity.

We bring together investment management, tax planning, banking solutions, estate considerations, and family wealth planning so every piece of your financial world works together. We anticipate needs, coordinate expertise, and manage the details with care, allowing our clients to focus on what matters most.

True wealth management is about more than growing assets. It's about creating confidence, clarity, and freedom.

As our team continues to grow and invest in the best people, processes, and tools, we're incredibly proud of the difference we're making in the lives of our clients every day.

Everything wealth should be. Handled.

If you've been meaning to take a more intentional approach to your finances, now is the time. Whether you're building wealth, preparing for retirement, or planning the next chapter of your life, I'd be happy to help.

📩 Connect with me to start a conversation about how to optimize your wealth accumulation and make your money work harder for you.

10/05/2026

The third quarter saw several prevailing narratives—both positive and negative—move further and faster than expected. Such shifts typically provoke a broad market reaction.

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

Click here to check out the full report and video: http://spr.ly/6005BGLgBT

09/29/2026

Last week, I had the opportunity to speak at the Kitchener Public Library on one of the three core pillars of wealth accumulation: personal finance fundamentals and budgeting.

One of the biggest misconceptions about wealth is that budgets are only for people who are struggling financially. In reality, many of my wealthiest clients still follow a budget, even if it looks different than it did earlier in life.

They live below their means. They pay attention to the details. They understand that financial success is often built through small, consistent decisions rather than dramatic changes.

The truth is that wealth leaks are everywhere: unused subscriptions, frequent meal deliveries, impulse purchases, and those little extras that find their way into our shopping carts. Individually, they seem insignificant. Over time, they can have a meaningful impact on our ability to build wealth.

When it comes to long-term wealth accumulation, I believe there are three core pillars:

✅ Budgeting and spending intentionally
✅ Growing your savings and investments
✅ Optimizing your income

If you know me, you know I love to read, learn, and share knowledge with others. Throughout my career, I have enjoyed hosting financial literacy sessions at the Kitchener Public Library as a way to give back to the community and empower individuals to make simple changes that can create significant results over time.

Whenever I want to learn something new, the KPL is one of the first places I turn. I'm proud to support an organization that makes learning accessible to everyone.

I'm looking forward to my next session, "Make Your Money Work for You," on November 5.

Hope to see you there! Registration details are in the comments below.

09/15/2026

September: The Month of Fresh Starts

As a busy working mom, business owner, and wealth advisor, I've always felt that September is the true beginning of a new year.
The routines return. The schedules fill up. The pace quickens.

This week, I'm diving into Martha Stewart's book on organizing as a reminder that success rarely comes from doing more. It comes from creating systems that allow us to focus on what matters most.

The most successful people I know aren't necessarily the smartest or the busiest. They're intentional. They have a place for everything, a plan for what's important, and regular habits that keep life from feeling overwhelming.

At home, that might mean organizing calendars, meal plans, or school activities.
In business, it means prioritizing relationships, managing time wisely, and focusing energy where it creates the greatest impact.

And financially? Organization can be the difference between simply managing money and building lasting wealth.

As we head into the fall season, here is a quick financial organization checklist to help ensure your financial life is as organized as the rest of your household:
✅ Review your will and powers of attorney
✅ Confirm beneficiary designations on registered accounts and insurance policies
✅ Review your investment strategy and asset allocation
✅ Assess whether excess cash should be put to work
✅ Organize important financial documents in a secure location
✅ Update your net worth statement
✅ Review insurance coverage (life, disability, critical illness, property)
✅ Confirm tax installment and RRSP/TFSA contribution plans
✅ Check debt and renewal dates on mortgages or lines of credit
✅ Review your estate plan with your family and professional advisors

The best time to get organized isn't January.
It's before life gets busy again.
Here's to a productive and intentional fall season.

09/10/2026

A New Chapter for The Sarah Mason Wealth Advisory Group

Over the years, I have had the privilege of helping clients navigate some of life's most important financial decisions. From preparing for retirement and managing the proceeds from a business sale to supporting children and grandchildren or creating a lasting legacy, these conversations are about far more than investments. They are about helping people live the lives they envision.

This summer marked an important milestone as I assumed full ownership of our practice following Wayne Schooley's retirement. I am incredibly grateful for the foundation we built together and excited for the next chapter ahead.

While much has changed over the years, our mission remains the same: to provide thoughtful advice, exceptional service, and disciplined wealth management tailored to each client's unique goals.

What began as a small advisory practice has evolved into a growing team of talented professionals supported by the extensive resources, research capabilities, and expertise of BMO Private Wealth.

Today, our team includes:

• Sarah Mason, CIM® – Portfolio Manager & Senior Wealth Advisor
• Andrew Campbell, CFA – Investment Associate
• Marija Sukara – Client Service Assistant
• Maeve Prudham – Intern
• Holden Parker – Intern

Together, we are committed to delivering a personalized and highly responsive wealth management experience for individuals, families, retirees, and business owners.

As part of this next chapter, we have also launched a refreshed website that better reflects who we are today, the clients we serve, and the future we are building.

🔗 www.sarahmason.ca

The trust our clients place in us is something we never take for granted. Much of our growth has come through introductions from clients and professional partners who have put their confidence in our team, and for that I am truly thankful.

As we look ahead, I am excited about continuing to grow our practice, serve our clients with excellence, and help more families navigate life's financial transitions with confidence.

Thank you to our clients, partners, colleagues, friends, and family for being part of this journey.

The future is bright, and we're just getting started.

09/03/2026

A few quiet days by the lake can have a way of putting things into perspective.

For many business owners, summer provides rare time to step back from the day-to-day and think about what's next. Questions that often get pushed aside suddenly come into focus:

How much longer do I want to do this? What would retirement look like? What is my business really worth? How do I turn decades of hard work into lasting financial security for my family?

Selling a business is often one of the largest financial events of a person's lifetime. Yet maximizing value extends far beyond simply finding a buyer.

It involves thoughtful planning around tax efficiency, income replacement, estate and legacy goals, charitable giving, family dynamics, and ensuring the proceeds from a sale support the life you've worked so hard to build.

One of the greatest privileges of my role is helping business owners navigate this transition. Through the breadth of expertise available across BMO, we're able to connect clients with specialists who can help prepare for a sale, optimize tax strategies, structure wealth efficiently, and create a plan for the next chapter.

Retirement isn't just about stepping away from a business. It's about stepping confidently into what's next.

09/02/2026

Trade talks dominated the narrative in August, curious then that the Canadian stock market was a global top performer and the Loonie fared well for the month.

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

Click here to check out the full report and video: http://spr.ly/6003B1Ci37

08/25/2026

Growth is exciting, but what matters most is having the right people alongside you.

I'm thrilled to welcome Marija Sukara to The Sarah Mason Wealth Advisory Group as our new Client Service Assistant.

Marija brings valuable banking experience, a strong client-first mindset, and exceptional attention to detail. Her role is instrumental in ensuring the accuracy, privacy, timeliness, and organization behind every client interaction.

While much of her work happens behind the scenes, it has a direct impact on the experience we provide. Exceptional client service is built on trust, consistency, and caring about the little things, and Marija embodies all of those qualities.

As our team continues to grow, I feel incredibly fortunate to work alongside talented professionals who share our commitment to serving clients with the highest standards of care.

Welcome to the team, Marija. We're so happy to have you with us!
www.sarahmason.ca

08/17/2026

Exceptional service doesn't happen by accident.

One of the things I'm most proud of is that our team continues to be recognized among the highest-performing teams nationally for client loyalty and satisfaction. Once again, we received top marks in our anonymous client survey.

The reality is that I can't control the markets.

I can't control interest rates.

I can't control the headlines.

What I can control is the experience our clients receive every time they interact with our team.

I am admittedly a bit obsessive when it comes to service. Every email, meeting, phone call, and follow-up matters. To me, delivering an exceptional client experience is a sign of respect and appreciation for the incredible families who trust us with some of life's most important financial decisions.

As our practice continues to grow, it has been driven largely by the referrals of existing clients and professional partners. That trust is something we never take for granted.

To our clients, thank you. We are honoured to work with you.

And if you know someone who deserves an exceptional wealth management experience and values proactive advice, planning, and service, I would be honoured to meet them.

Address

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

Website

http://www.masonschooley.com/

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