Ms Sara M. Johnson
TEP PhD LL.M. CFP CWM

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

327 Bernard Avenue
Kelowna
BC
V1Y 6N6
Canada

Email: sara.johnson@bmo.com
Telephone: +1 250 317 0276
Practice Areas: Cross-border estates, Estate planning/administration, Family business, Investment, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Profession:
Estate Planner / Financial Planner / Wealth Management / Client Relations/Marketing/Sales
STEP Qualifications:
STEP Advanced Certificate in Cross-Border Estates
Firm:
BMO Private Banking
Branch/Chapter:
STEP Okanagan
Committees:
Digital Assets SIG Steering Committee, STEP Canada Member Services Committee
Special Interest Groups:
Digital Assets

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