Irene Yan, CIM, PFP, FCSI
Senior Vice President, Portfolio Manager & Wealth Advisor

Tel:     780-945-5249
Email: irene.yan@nbpcd.com

As the lead of her team, Irene has over 25 years of extensive experience in portfolio management, financial and insurance planning. Irene currently manages over $300 Million of investment assets. Irene is dedicated to providing customized investment strategies, articulating the investment objectives, time horizon and risk tolerance of each of her clients.

Irene also holds several well-recognized professional designations including Chartered Investment Manager (CIM®), Personal Financial Planner (PFP), & Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.

 

Kevin Lai, BComm (Hons), CIM, CFP®, FCSI
Associate Wealth Advisor, Financial Planner

Tel:     780-945-5246
Email: kevin2.lai@nbpcd.com

Kevin has close to 10 years of experience in wealth planning and investment management. Kevin came from private banking background where he managed a portfolio of affluent clients. Coming from a banking and financial planning background, Kevin adds value in delivering a tailored wealth management approach to all our clients.

Kevin graduated with Honors from University of Alberta majored in Finance and International Business. He holds several well-recognized professional credentials including the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI). Kevin speaks fluently in English, Cantonese and Mandarin.
 

Owen Lee, CFA, CAIA, DMS
Associate Investment Advisor

Tel:     780-945-5235
Email: owen.lee@nbpcd.com

Owen possesses over 10 years of wealth management industry experience, with a strong passion for capital markets. Adding great value to our team, Owen provides in-depth equity research and portfolio risk management techniques to help navigate today's challenging market dynamics.

Owen is a Bachelor of Commerce graduate from the University of Alberta and majored in Finance. Owen holds several well-recognized professional credentials including the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Derivatives Market Specialist (DMS) designations. Owen is fluent in English, Cantonese and Mandarin.



Yvonne Cheng, BA
Administrative Assistant

Yvonne graduated with a double major in Economics and Chinese Language and Literature in University of Alberta, as well she obtained a Certificate in Translation Studies in Chinese. Yvonne has over 6 years of experience in client services, where she developed excellent communication and client service skills. She has a high language proficiency in English, Cantonese and Mandarin.



Rowena Leung, BA
Administrative Assistant
 

Our Partners



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

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 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).  
 

 
Mo Zhou, M.Sc., CFA, CFP®
Director, Wealth Planning

Mo is passional about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he eleverages 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 including retirement and income planning, tax planning, cash management, business succession, estate planning and charitable giving. 

Mo holds a Master of Science in Finance, Certified Financial Planner ® (CFP) and Chartered Financial Analyst (CFA). Mo in fluent in English and Mandarin.



Jennifer Muscroft, 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 needs, in the area of tax, estate, retirement and financial planning. 

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton. Jennifer holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP).



Jeremy Orser, MBA, CHS, CFP®, CLU
Estate and Insurance Advisor  

Jeremy is an insurance expert. Life insurance, critical illness insurance, disability insurance and annuities are the products that our clients benefit from. His industry designations and continual education allow him to have a deep level of understanding of the tax, investment and business implications of insurance strategies. He ensures clients have the right products with the right ownership structures to maximize and protect their family wealth.

Jeremy began his career in the insurance indusry in 2005 after completing his MBA at Dalhousie University. His education is ongoing and he holds the major industry designations of Certified Health Insurance Specialist, Certificed Financial Planner and Chartered Life Underwriter. Jeremy and his wife Karine are busy parents with two young boys. Rare free time is consumed with golf, fly fishing and basketball.



Mike Baker
Associate Private Banker

Mike draws close to 20 years of experience with BMO in various positions including most recently as Financial Service Manager and Senior Banker. He has experience in working with high net worth clients. Mike assists our clients in their banking needs for both personal and commercial banking, including their bank accounts, credit cards, mortgage and other lending needs.

Mike has a Business Administration degree with Major in Finance from NAIT.