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Chris Chung, PFP, RIAC, FCSI

Investment Advisor and Financial Planner

Tel: 403-503-7708

Chris Chung, PFP, RIAC, FCSI

Address
BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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BMO Nesbitt Burns
112, 350 Aspen Glen Landing SW
Calgary, AB
T3H 0N5

BMO Nesbitt Burns
4000, 8561 8A Ave SW
Calgary, AB
T3H 0V5

BMO Nesbitt Burns
1200 37th Street S.W.
Calgary, AB
T3C 1S2

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Our Partners

Sarah King, BComm (Fin), PFP
Estate and Insurance Advisor


Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

 

Carla Stochmanski
Private Banker


Carla began her career in the banking industry in 2007 and has experience in retail, small business, and wealth management. She joined BMO in 2017, working primarily with high net worth individuals and families, managing their day-to-day banking, and providing tailored solutions to increase their overall wealth.
 
Previously, she held progressively senior positions in the Financial Services industry, including Senior Personal Banker and Financial Solutions Specialist, before transitioning into Wealth Management. Carla is well-regarded in the industry for her professionalism, work ethic, and client-centric approach, as well as her community involvement. 

 

Anadi Mehta, CFP®, CIM®, TEP
Director, Tax Planning

 

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on"approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.

Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.

Anadi'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.
 

 

Grant Brooks, CFP®, CLU
Wealth Management Consultant


As a member of the Wealth Management Consulting team, Grant works directly with Advisors to help them identify and address the needs and goals of their high and ultra-high net worth clientele. Grant brings together the knowledge and experience of our in-house tax and estate professionals to develop planning strategies and establish wealth plans, driven by client priorities, helping them achieve their goals, solve problems, and ultimately making them feel good about  their financial future and the team of professionals they are working with. He provides Advisors support and direction on  complex issues such as retirement planning, tax planning, cash management, estate and gift planning, business  succession, transition planning and philanthropy.
 

Grant brings over a decade of experience as a financial consultant and financial planner. He has a strong depth of understanding in tax, business, retirement, estate, and insurance planning. Grant has a breadth of experience working with business owners, executives, and professionals including transition planning, generational wealth transfer, and complex family situations. More importantly, Grant understands the emotional side of clients and knows how to listen to them to personalize solutions and tailor delivery of planning recommendations to be meaningful.
 

Grant is a CERTIFIED FINANCIAL PLANNER® Professional and holds the advanced tax and estate planning designation of Chartered Life Underwriter (CLU). He has completed his Canadian Securities Course (CSC), Life License Qualification Program (LLQP), and Certified Seniors Advisor (CSA) designations. He has a depth of practical experience in reviewing will, power of attorney, and other legal documents and providing estate planning and presentation strategies.

 

 

Shawna Albornoz, MTI, TEP, EPC
Vice President, Trust Services


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).

 

Lisa Kayaga, LL.B, LL.M, TEP
Director, Estate Planning


Lisa is part of our High Net Worth specialists team and she advises our high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, our clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.

Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.
 

 

Crisanta Winslow, 
Associate Private Banker

 

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of Nesbitt Burns clients.