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Stephen Biddle, B.Comm. CIM
Ken Johnston
Ashley Nichols
Lisa Garnett

Tel: 780-945-5238
Toll Free: 1 800-661-7423
Fax: 780-425-9980

Address
BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Contact Us

Biddle Johnston WM - Meet Our Team



Stephen Biddle, CIM., B.Comm.
Portfolio Manager and 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 over two 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 travelling and spending time with his family. 

Education:
Chartered Investment Manager CIM
Canadian Investment Manager (CIM) Designation
Bachelor of Commerce, University of Alberta, Edmonton, Canada
Portfolio Management Techniques Course
Investment Management Techniques Course
Professional Financial Planning Course
Life Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
The Canadian Options Course


Ken Johnston, CIM., B. Mgmt.
Vice-President and Portfolio Manager

Ken has been working for BMO Nesbit Burns since January 2007.
Ken is a Portfolio Manager who responsible for the day to day management of our managed portfolios. Ken believes strongly in The Traders Edge: Thinking in Probabilities. If you always go for a reward that is at least twice as big as your risk, you will have a positive Trader’s Equation and your investment is mathematically sensible.

Ken understands all things being equal, people will do business with, and refer business to, those people they know, like, and trust.

Ken is driven by his passion to constantly learn and try to be a better person every single day.  Kens’ passions include family time, travelling, sports and cooking.

Education:
Chartered Investment Manager CIM
Bachelor of Management, University of Alberta, Edmonton, Canada
Portfolio Management Techniques Course
Investment Management Techniques Course
Wealth Management Essentials
 

Lisa Garnett
Investment Representative

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
Licensed Sales Assistant

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.
 

Mo Zhou, M.Sc., CFA, CFP
Director, Wealth Planning

Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.
Mo joined BMO Wealth Management in 2018, following almost a decade of progressively senior roles in the financial services industry. His aspiration steered him towards specializing in wealth planning. Prior to joining BMO, he worked as a financial planner creating comprehensive financial plans for his clients with a major Canadian bank.
 
Mo is a sports fan and speaks both English & Mandarin.
 

Nina Wood
Estate & Insurance Advisor

Nina will work closely with our team to ensure that any strategies that she proposes will complement your investment and retirement plans. She will identify your needs, assess your current program, highlight gaps, prepare recommendations, implement solutions and monitor your plan regularly.
Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely. 
Nina will discuss your needs with our team and will develop and estate plan that complements your current financial situation and commmunicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.
 

Shawna Albornoz, TEP, MTI, EPC
Vice President, BMO Trust Company

Shawna works with clients to understand their wishes, their families, and their concerns in order to create solutions that will fulfill her clients’ wishes and maintain harmony with their loved ones.   She advises on all aspects of fiduciary responsibilities to ensure her clients understand and a plan for their estates or incapacity accordingly.
Shawna brings over 17 years of experience in the Trust and Estate industry and has administered over 130 estates and trusts.  She provides expert advice and direction to ensure our clients’ estates are administered properly and without conflict for their families and loved ones. Shawna has her MTI (Member, Trust Institute) and TEP (Trust and Estate Practitioner) designations and is a member of the Calgary Estate Planning Council.
 
If you have been appointed as an executor or trustee and are concerned about the time commitment, scope of responsibility, or personal liability, BMO Trust Company can act as your agent to complete the administration and provide professional advice and direction.
 

Tina Dahl
Mortgage Specialist

Tina has more than 15 years of consumer lending experience and is very knowledgeable in BMO Bank of Montreal mortgage solutions.
She is a service oriented mortgage professional who is ready to advise you from start to finish, from the comfort of your own home!
 

Jennifer Muscroft, CPA, CA, TEP
Director, 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 wish 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.
 

Gayle Pederson, TEP, CFP, MTI
Director, Estate Planning

Gayle works with individuals and business owners to provide comprehensive estate and incapacity plans.
Gayle has over 20 years’ experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010. She is committed to continuing education in this ever changing area of wealth planning.
 
In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts.
 

Kimiko Comeau, CFA
Vice President, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory and 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 and acquisitions.
She 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 a number of complex transactions including sales to financial and strategic buyers, management buyouts and shareholder disputes.
 

Hussein Bhanji
Vice President, Business Banking Prairies Central Region

Hussein's professional experience in the financial services industry is completely comprised of Commercial Banking. With a clear understanding that every client's needs are distinct, his team works with clients to help choose the right financial solutions that best meet their business needs, saves time, and enables them to focus on their business goals.
Hussein has been with BMO Bank of Montreal for 3 years and part of the financial services industry for over 14 years. He has extensive lending and financial management experience and specializes in developing solutions to help our clients reach their business and financial goals.