Brad joined BMO Nesbitt Burns in 2019 as an Investment Advisor and brings with him 10 years of capital markets experience as an Institutional Equity Trader with both TD Securities Ltd. based in London, UK. and recently with Peters & Co. Ltd in Calgary. Brad’s time on a global trading desk combined with his 5 years at a local boutique is a unique combination that offers his clients a global perspective with local understanding.
Brad's family roots are in Calgary where he and his wife, Lauren, spend most of their free time chasing their boys, Lewis and Remy, around from activity to activity. When time permits, he is passionate about keeping healthy, reading, playing sports, and travelling.
My In-House Partners
Shawna Albornoz, MTI, TEP, EPC,
Vice President BMO Trust Company, BMO Private Banking
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 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 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).
Jennifer Empey, BA, CFP®, CIM
Wealth Planning Consultant
As a member of the Wealth Management Consulting team, Jennifer brings together the knowledge and experience of our in house tax and estate professionals and work with investment Advisors and their clients to develop sound wealth management plans. Jennifer holds her Bachelors of Economics, CIM; Chartered Investment Manager and is a CERTIFIED FINANCIAL PLANNER®.
Jennifer has over 17 years experience in the financial services industry. Prior to joining BMO, she worked as a senior financial consultant where she provided complex financial planning, with focus on tax planning for professionals including professional corporation start-ups and wind downs. Jennifer has also worked for another financial institution where she provided financial planning, credit & investment management for numerous high net worth clients.
Nikki Holden, PFP
Director and Senior Private Banker, BMO Private Banking
As a Private Banker, Nikki works with a small group of successful Canadian families to provide experienced oversight and exceptional service related to their everyday banking and wealth planning needs. With a strong lending background, Nikki offers expertise in delivering a customized range of deposit and lending structures aligned with her clients’ specific requirements. Nikki works together with a team of professional experts in investment management, trust and estate planning, and various financial planning specialities (tax, insurance, philanthropic, and succession planning). Together, we deliver a comprehensive plan that is unique to our clients’ circumstances and needs.
Nikki brings over 25 years of experience in private banking and financial services to her role of Senior Private Banker. Aided by this diverse experience, Nikki specializes in helping a small number of families in Calgary and Southern Alberta deal with a wide range of complex needs.