Craig R. Dube, CFA
Senior Investment Advisor
Craig Dube has an extensive background in providing discretionary money management to High Net Worth families and institutions. Craig has acquired vast wealth management experience through his entrepreneurial spirit and endless energy to tackle new challenges. His honesty and ethical approach to business has gained him a reputation for genuinely assisting clients in making the right financial choices.
Craig specializes in designing prudent, pension style portfolios for his clients with a keen focus on risk management, asset allocation and manager performance attribution research. This allows Craig and his team to deliver solid risk- adjusted returns consistent with the client's objectives and financial requirements. In his oft-spoken words "nothing is more important than effectively managing the downside, the upside takes care of itself when economies recover…"
Craig is a Chartered Financial Analyst (CFA) and a member of the Calgary Society of Financial Analysts and the CFA Institute in Charlottesville, Virginia. The CFA is the leading credential for professional portfolio management and security analysis. It is most commonly held by top-ranked Analysts and Portfolio Managers throughout the global investment community. Craig also holds a BA in Economics and the Canadian Securities Course (honours).
Craig leads an active lifestyle with his wife, Nancy – a teacher with the Calgary Catholic School District. They have two children – Carson and Kennedy. He has a keen interest in travel and is very passionate and active in his children's sporting and scholastic lives. Craig enjoys being active in hockey, basketball, golf, weight training and biking. He holds a brown belt in Goshinkan Jiu Jitsu and is training for his 1st degree black belt.
Sarah King, B.Comm. (Fin), PFP
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services
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.
Tanya McLean, CFP, PFP
Direct, Wealth Planning, BMO Wealth Planning
As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.
In 1997 Tanya began working for a major Canadian Bank where she completed her Canadian Securities Course in 1998. She joined BMO Financial Group in 2000 as a Financial Planner and then in 2014 she moved to BMO Private Banking as a Wealth Planner.
Using a holistic approach, Tanya collaborates with her 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. Tanya 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.
Shawna Albornoz, MTI, TEP
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).
Kimiko Comeau, CFA
Director, Business Advisory & Succession Planning
Kimiko is part of the Business Advisory & 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 & acquisitions, and valuations for the purposes of wealth planning and transfer.
Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
Kimiko 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 complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.
Lisa Kayaga, LL.B, LL.M, TEP
Director, Will & Estate Planning
Lisa is part of the High Net Worth specialists team and she advises 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, 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.