Address

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

BMO Nesbitt Burns
30 - 4005 Clover Bar Rd
Sherwood Park , AB
T8H 0M4

BMO Nesbitt Burns
8725 94 Street
Fort Saskatchewan, AB
T8L 4P7

BMO Nesbitt Burns
422 10 Street
Wainwright, AB
T9W 1P5

BMO Nesbitt Burns
5102 50 Street
Vegreville, AB
T9C 1R2

Contact Us

Our Partners

Our Partners

Jennifer Muscoft, 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.

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

Gayle has over 20 years of 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.

Gayle 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

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 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).

 

Mo Zhou, FMA, CIM
Director Wealth Planning, BMO 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. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.

Rose Palma, CFP, CIM, TEP, 
Director, Wealth Planning, BMO Wealth Planning

Rose works directly with Advisors & Relationship Managers who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their High Net Worth clientele. Rose brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors/Relationship Managers and their clients to develop sound wealth management plans. She provides Advisor support and direction about complex issues such as retirement & distribution planning, tax planning, estate planning, succession planning and philanthropic considerations, to BMO Wealth Management’s affluent families and entrepreneurs. Rose’s extensive planning background helps her in providing best in class wealth plans and great client experience.

Mike Baker
Senior Private Banker, BMO Private Banking

Mike is able to work with clients to determine their everyday banking, lending & wealth planning needs. With his extensive knowledge of BMO products, Mike brings his expertise in delivering various financing and lending structures that align with our clients specific needs. The ability to partner with various professionals who have expertise in tax and estate planning, tax planning and insurance allows Mike to bring a tailored plan that is unique to our clients’ circumstances & needs.

Mike has coached minor lacrosse teams in South Edmonton area for the past 4 years. In addition, Mike has been an active volunteer for over 10 years with various triathlon and children’s hospital foundation events.