Mike Breckon CIM, FMA
Director, Wealth Planning
BMO Wealth Management
Using a holistic approach, Mike collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.
Mike’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.
Mike has worked in the financial services industry for over 15 years. Prior to joining BMO, he worked as a Financial Planner, Investment Advisor and Private Banker at different financial institutions where he provided financial planning, credit, investment and banking advice for high net worth families in Edmonton.
Rose Palma, CFP®, CIM, TEP, B.Acc.
Director Wealth Planning
BMO Wealth Management
Rose helps to identify and address the needs and goals of high and ultra-high net worth clients. Rose provides support and direction about complex issues such as retirement & distribution planning, tax planning, estate planning, succession planning and philanthropic considerations, to affluent families and entrepreneurs. Rose’s extensive planning background helps her in providing best in class wealth plans and great client experiences.
Rose brings over 20 years of experience in financial services industry, where she has held several progressive roles. Rose has worked for several major investment firms where she provided high net worth clients with financial planning and investment counseling advice.
Jeremy Orser, MBA, CHS, CFP®, CLU
Estate and Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
Jeremy entered the insurance field as a financial advisor in 2005 after completing his MBA. He then became a specialist in Estate Planning and Insurance. He provides support and direction about complex issues such as retirement and distribution planning, estate and gift planning, transition planning and charitable giving.
Shawna Albornoz, MTI, TEP, EPC
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 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 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, 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).