Stephen Biddle, CIM, B.Comm.

Senior Portfolio Manager and Senior Wealth Advisor

Stephen has been providing top quality investment service and advice to clients since 1993.

Stephen graduated from the University of Alberta in 1988 where he earned a Bachelor of Commerce degree with distinction. Stephen has his Chartered Investment Manager (CIM) designation. The Chartered Investment Manager (CIM®) designation is a leading industry standard for discretionary investment and portfolio management services. It ensures that advisors have the knowledge and skills to evaluate and manage all aspects of a client’s investment portfolio. 

With almost three decades of experience, Stephen’s comprehensive knowledge and commitment to superior customer service has built many trusted, long-lasting relationships. As a dedicated investment professional, Stephen devotes his time to crafting, implementing, and monitoring client solutions which are customized to their unique needs. Stephen has successfully navigated his clients' financial well-being through a number of market downturns- protecting and growing their wealth over the past many years. He enjoys traveling and spending time with his family. 

Lisa Garnett

Administration Associate (Senior)

Lisa is responsible for overseeing account operations and managing the complex flow of client documentation to ensure client day-to-day needs are met in a timely and professional manner. She assists our clients with a wide array of administrative matters including transfers, withdrawals, account documentation and maintenance.

Lisa has worked for the past 30 years in the financial service industry with BMO, taking on such roles as Customer Service Representative, Personal Banker, Assistant Manager and Executive Assistant. She has completed the Canadian Securities Course (CSC), Branch Compliance Officer’s Course, Personal Financial Counselling Diploma and Investment Funds in Canada. Delivering exceptional client service is something Lisa prides herself in.

She enjoys cross country skiing with her husband. They also travel together and with their two children. Lisa also likes to get into a good book and spending time with her Maltese.
 

Ashley Nichols

Client Service Associate

As Communications Officer, Ashley is the primary contact for our team. She manages our team’s schedules and ensures our clients have a positive experience in their dealings with us through touch base phone calls and email communications. She is also essential behind the scenes as she maintains our social media presence, website, presentations and marketing materials.

Ashley has been in the financial industry since 2007. She completed her Animation, Art and Design diploma at the Art Institute of Vancouver, and has since tried to find ways to incorporate creative aspects to her administrative work. She has completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).

Family means everything to Ashley and she loves to vacation with her husband and two daughters to the best theme parks they can find. She is an avid gamer and comic book enthusiast and hopes to continue working on her art independently.

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Sean Harding

Senior Wealth Planning Consultant, BMO Wealth Planning

​Sean advises high net worth and ultra-high net worth individuals, families, professionals and business owners on comprehensive wealth planning and structuring. In addition to drawing on his own extensive experience, Sean is a member of the BMO High Net Worth Planning team of specialists with expertise in taxation, estate and trust planning, business succession planning and philanthropy. Sean helps clients understand and define their needs and goals and can explain complex solutions in an easy to grasp approachable manner.
 

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Amanda McCloy, CFP, CLU, TEP

Estate and Insurance Advisor, BMO Private Wealth

Amanda works with our clients to develop an estate plan and insurance strategies that can preserve or enhance their estate, communicate their wishes, provide protection in the event of critical illness or disability, and look after their family in the event of untimely deaths. Amanda began her career in the insurance industry over a decade ago. She brings a thirst for expanding knowledge and technical skills and has achieved her CFP, CLU and TEP, all of which focus on Estate and Tax planning. She is actively involved in the local financial planning community and sits on the board for the local chapters of Advocis and STEP.

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Jennifer Muscoft, CPA, CA, TEP

Director of Tax Planning, BMO Tax Planning

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

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Shawna Albornoz, MTI, TEP

Vice President of 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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Paul Lytle

Private Banker

Paul Lytle is a University of Alberta graduate, who has been a Banker more than 15 years. Paul councils’ business owners, professionals, and high net worth families on a broad range of banking solutions. In collaboration with your Investment Advisor, Paul offers tailored solutions to support the long-term financial goals of clients.