Sara Plant
About Sara Plant
Sara Plant serves as the Chief Executive Officer of MD Private Trust and National Vice President of Practice and Advice at Scotiabank, where she has worked since 2019. She has extensive experience in wealth management and trust services, having held various leadership roles at BMO Harris Private Banking and Miller Thomson LLP.
Current Role at MD Financial Management
Sara Plant serves as the Chief Executive Officer of MD Private Trust and holds the position of National Vice President of Practice and Advice at MD Financial Management. She has been with the organization since 2014, contributing to its strategic direction and operational management for a decade. Her leadership role involves overseeing trust services and wealth management strategies tailored for clients.
Leadership at Scotiabank
Since 2019, Sara Plant has held the title of President and CEO, Managing Director at Scotiatrust and MD Private Trust. In this capacity, she has been responsible for driving the growth and development of trust and wealth management services within the organization. Her tenure at Scotiabank has further solidified her influence in the financial services sector.
Previous Experience in Wealth Management
Prior to her current roles, Sara Plant worked at BMO Harris Private Banking from 2009 to 2013 as Vice President of Wealth Planning and Trust Services and Chief Executive Officer of BMO Trust Company. Her extensive experience in wealth management and trust services spans over two decades, beginning with her role as Regional Director of Wealth Planning at BMO Harris Private Banking from 1994 to 2009.
Early Career Background
Sara Plant began her career at Miller Thomson LLP, where she worked as an Associate in Estates and Trust from 1990 to 1994. This early experience provided her with a foundational understanding of legal aspects related to estates and trusts, which has informed her subsequent roles in wealth management.
Education and Qualifications
Sara Plant earned her Bachelor of Arts with Honours and Bachelor of Laws (LL.B) from Queen's University. Her educational background has equipped her with the necessary legal and analytical skills to navigate complex financial and trust-related matters in her professional roles.