JF Tremblay, B.Comm., CIM

Senior Investment Advisor & Portfolio Manager

JF Tremblay has been with BMO Nesbitt Burns since 2007. He believes his previous experience running a private company set the stage to effectively work with business owners and professionals.

Putting clients interest first, good listening skills and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of administration, and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

JF is a proud recipient of Laval University business degree with a Finance Major. He is also a Registered Portfolio Manager. His focus is on entrepreneurs, farmers, and professionals.

JF is happily married to his lovely wife Caroline and has both a lovely son and daughter. Away from the business, he enjoys fishing, camping and spending time with family and friends.

David Lavorato

Investment Advisor

Our Partners

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Shawna Albornoz, MTI, TEP

Vice President of 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).