Bernard Mung, B.Comm., CIM, FCSI, CFA

Senior Investment Advisor, Portfolio Manager

I have over 20 years of combined investment experience. Prior to BMO Nesbitt Burns, I was a Portfolio Manager in Private Investment Counsel with a leading Canadian bank. I was responsible for managing private client, estate, trust and corporate assets. I was also a member of the Portfolio Manager Advisory Board which provided governance and input on investment products.

I have a deep understanding of the complexities around wealth and the strategies needed to steward wealth. I am an Honours graduate of the Bachelor of Commerce program from UBC. I am a CFA Charter holder, Chartered Financial Analyst, as well as a Fellow of the Canadian Securities Institute (FCSI). I volunteer with Junior Achievement as an in class speaker and enjoy spending time camping and traveling with my family.

Susan Carpenter, BA

Associate Investment Advisor

Susan graduated from the University of Western Ontario with an Honours B.A. in English. Since joining the investment industry in 1994, Susan has completed her Canadian Securities Course, Professional Financial Planner and Wealth Management Essentials courses. 

Our Partners

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Kimiko Comeau, CFA

Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer.

Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

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Lisa Kayaga, LL.B, LL.M, TEP

Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.

Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.

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Shawna Albornoz, MTI, TEP

Vice President, Trust Services, BMO Trust Company

Shawna Albornoz 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 130 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 her 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).

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Anadi Mehta , CPA, CA, TEP

Director, Tax Planning

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on"approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.

Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.

Anadi's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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Deanna F. Nistor, CFP, FMA, CIWM

Wealth Planning Consultant, BMO Wealth Planning

As a member of the BMO High Net Worth Wealth Planning team, Deanna brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She brings together the knowledge and experience of our in-house tax and estate professionals and provides comprehensive wealth planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their complex financial circumstances to help them make better financial decisions.

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Laurie Sibille, CFP, B.Comm. (Fin)

Senior Private Banker, BMO Private Banking

After joining BMO in 2000, Laurie moved to Private Banking in 2006 as a Lending Specialist and subsequently to her current role as Senior Private Banker in 2007. Laurie is well known for her collaborative approach to working internally with Nesbitt Burns Investment Advisors and their clients to meet both their day-to-day banking needs and their more complex requirements. She is committed to providing an exceptional client experience through solutions and strategies that help them meet their financial goals.
 
Laurie received her Bachelor of Commerce from the University of Saskatchewan with a Major in Finance. She is also a CFP charter holder and CIFP Association Member.

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Carla Stochmanski

Private Banker, BMO Private Banking

Carla began her career in the banking industry in 2007 and has experience in retail, small business, and wealth management. She joined BMO in 2017, working primarily with high net worth individuals and families, managing their day-to-day banking, and providing tailored solutions to increase their overall wealth.
 
Previously, she held progressively senior positions in the Financial Services industry, including Senior Personal Banker and Financial Solutions Specialist, before transitioning into Wealth Management. Carla is well-regarded in the industry for her professionalism, work ethic, and client-centric approach, as well as her community involvement.

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Sarah King, B.Comm. (Fin), PFP

Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

 

 

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Crisanta Winslow

Associate Private Banker, BMO Private Banking

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of BMO Nesbitt Burns clients.