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Lisa Miller
Craig Tozer
Katie Battison

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Our Team Members

 

Lisa Miller
Wealth Advisor

Tel: (403) 260-9327

E-mail: Lisa.Miller@nbpcd.com
 

Lisa has been in the financial services industry since 1992. Lisa leads The LM Wealth Advisory Team, she is COMMITTED, COMPETITIVE and has an ENTREPRENEURIAL spirit.

Like BMO Nesbitt Burns a firm that is STRONG, PROUD and DETERMINED with its sights set on becoming the #1 financial services firm Lisa too is determined, she began her career as an Administrative Assistant and is now a successful Wealth Advisor within the firm.

Like BMO Nesbitt Burns an organization DRIVEN by ENORMOUS PRIDE and a will to SUCCEED, Lisa has been the recipient of numerous business awards as well as a member of pilot projects within the firm.  She is currently one of the Distinctive Women for 2017-2018.

In her spare time, Lisa exhibits these same attributes in her passion for sports, her friends and her family.

 
 

Craig Tozer
Sales Assistant

Tel: 403-260-9360

Email: craig.tozer@nbpcd.com
 

Craig’s role as our Sales Assistant includes daily management of client accounts, providing ongoing client communications and acting as a primary contact for administrative inquiries. Craig has over 2 years of investment experience, a Bachelor of Business Administration, and along with his professional demeanor and positive attitude compliment the team’s commitment to achieve a high level of client satisfaction. Craig enjoys basketball, soccer and skiing.

Our Partners

Shawna Albornoz
Vice President, Trust Services - MTI, TEP EPC

Shawna is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 120 Estate, Trust, Power of Attorney and charitable foundation accounts during her career. Through her experience as a corporate Executor and Trustee for high net worth clients she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities.

Shawna holds the MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations, and is a member of the Calgary Estate Planning Council (EPC).

 

Navdeep Brar
Senior Tax Manager, Tax & Estate Planning - CPA, CA, TEP

As a member of the Tax and Estate Planning team, Nav offers expertise in tax planning, estate planning, wealth transfer and corporate reorganizations. He supports our client engagements and provides tax planning that is focused on broader wealth planning for our clients’ needs.

Nav has more than 8 years of taxation experience and joins us from a mid-sized, international accounting firm as a Tax Manager in Calgary where he gained significant experience in working with HNW clients and business owners in tax and estate planning involving trusts, developing remuneration strategies, Capital Gains Exemption planning and corporate re-organizations. In addition, he has many years of experience in preparing and reviewing personal, corporate, and trust tax returns.

 

 

Todd Coleman
Vice President, Business Advisory and Succession Planning - MBA, CPA, CGA, FEA

Todd Coleman is Vice President, Business Advisory and Succession Planning with BMO Enterprise Wealth Management.  He has over 12 years of experience in assisting successful Canadian families and business owners through the challenging process of ownership and management transition.
 
Prior to joining BMO Private Banking in 2010, Todd was a Vice President at PricewaterhouseCoopers Corporate Finance.  He has acted as an advisor to mid-market companies on mergers and acquisitions transactions across a wide variety of industries.
 
Todd has a Bachelor of Arts in Communication from Simon Fraser University and a Master of Business Administration from the University of Alberta.  He is also a Certified General Accountant and has earned the Family Enterprise Advisor designation from the Institute of Family Enterprise Advisors.  He currently serves as President of the Canadian Association of Family Enterprise (CAFE), Calgary Chapter, and he has delivered workshops on family business topics at regional and national events for CAFE.