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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.

 

Katie Battison
Investment Representative - B.B.A

Tel: 403-260-9384

Email: katie.battison@nbpcd.com
 

Katie has been with BMO Nesbitt Burns since 2013, where she has helped the team excel by executing her skill of providing excellent client care. Katie holds a Bachelor of Business Administration degree with a double focus in Marketing and Management. Upon graduation, she left her small hometown on the West Coast of British Columbia to pursue a career in Calgary’s finance community. Her friendly, outgoing personality is an asset to the team and admired by her colleagues. Katie enjoys spending time with her family, traveling and considers herself an up and coming gourmande!

 

Chantel Bahan
Administrative Assistant

Tel: 403-260-9360

Email: chantel.bahan@nbpcd.com
 

Chantel’s role as our Client Service Assistant includes daily management of client accounts, providing ongoing client communications and acting as a primary contact for administrative inquiries. Chantel has over 5 years of investment experience and along with her professional demeanor and positive attitude compliment the team’s commitment to achieve a high level of client satisfaction. Chantel is married and they have one son and two dogs. Her interests include reading, golfing, and adventuring with her family.

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).

 

Lottie Austin
Senior Vice President, Estate and Insurance Advisor - CLU, TEP, CFP®, M.Music, B.Ed
 

Lottie is an Estate and Insurance Advisor with a wealth of insurance and estate planning expertise. She holds the professional designations of Chartered Life Underwriter (CLU), CERTIFIED FINANCIAL PLANNER ® professional, and Trust and Estate Practitioner (TEP). She works collaboratively with us to prepare customized strategies for enhancing our client's financial position to ensure their assets and earnings continue to benefit them during their life as well as enabling them to provide for their heirs after they pass. 
 

Lottie is National and Calgary Chair of the Society of Trust and Estate Practitioner's (STEP) Student Liaison Committee.  Lottie is also a member of CALU, Advocis and the Canadian Institute of Financial Planners.

 

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.