Samantha Sawh

Practice Management Consultant @Bmo Private Wealth

Toronto, ON, CA

I work with wealth management professionals to help them drive business growth, increase efficiency, maximize capacity to scale their business, and enhance their overall client experience!Proud member of the National Sales Strategy team. Provides subject mater expertise and effective solutions for wealth management professionals and their teams (Investment Advisors, Investment Counsellors, and Private Bankers). Specializes in areas of: investment discipline, business planning, service models, client segmentation, marketing and business development, wealth planning, teaming, and succession planning.Conducts training, coaching, facilitation and sharing of best practices based on an in-depth analysis of a wealth professional\'s business: practice management reviews, coaching calls, and leveraging insights from PriceMetrix.Leads, develops, and executes various sales programs and practice management tools.Collaborates across BMO and builds effective relationships with internal/external stakeholders.Develops and promotes BMO brand.

McMaster University

Commerce & Economics

Canadian Securities Institute

CSC, CPH, WME