BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Andre brings value to our client's through his commitment to participate in our investment committee meetings. Andre has his Bachelor of Commerce from the Acadia University/University of Guelph and his Masters in Business (MBA) from Queen’s University. Andre’s background in fundamental and technical analysis are key parts to his investment approach. His background in finance and business provides additional resources to our investment selection process.
Andre and his wife Regan are proud parents to two young boys Etienne and Sacha. Together they spend their time in the mountains running, biking, ski touring, alpine skiing and cross country skiing.
Jenna's knowledge and understanding of the administration side of the business is a tremendous asset for the team. Jenna provides back up and marketing expertise.
Jenna graduated from the University of Calgary in 2019, with a BA in International Relations and a minor in Economics. While completing her degree, Jenna worked part time for BMO Nesbitt Burns garnering a great deal of experience in the back-office operations of the brokerage business. After completing her degree, she joined our team full-time.
In her free time, Jenna enjoys spending time with her newly adopted rescue dog Chester.
Estate & 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 has been helping 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. With over 12 years of experience in the wealth management industry, Sarah believes in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies. Her solutions focus on minimizing client's risk, protecting their assets, and growing their estate. 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.
Vice President, Trust Services
Shawna 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.
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).
Tax Planning Consultant
Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings over 12 years of advisory experience of working with collaborative teams of experienced professionals, providing advice to HNW families, private companies and their owners. His previous work experience includes several years at Deloitte LLP, where he focussed on private companies/sole proprietors/HNW 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.
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