JF Tremblay, B.Comm., CIM

Senior Investment Advisor & Portfolio Manager

An accomplished strategist and investor, JF leads the team in portfolio construction and ongoing asset management. He leverages his vetted reputation and expertise to help qualified clients access alternative investments across a range of sub-asset classes and structures. With a client-first approach, JF uses his understanding of your goals to present the best of what BMO Nesbitt Burns has to offer. 

JF is a Chartered Investment Manager and obtained an MBA in Finance from Laval University.

David Lavorato

Investment Advisor

David co-leads the team. He implements and researches investment strategies and provides expert advice to a variety of high-net-worth individuals, businesses, and non-profit organizations. He helps investors meet and exceed their investment targets, creating robust, well-diversified portfolios with built-in risk protection and liquidity options.

David obtained a BA in Economics from the University of Alberta and MBA from Edinburgh Business School.

 

Celia Sweetland

Administration Assistant

Celia supports the team in client service and operations. She is responsible for handling administrative processes and client requests efficiently and with care.

Celia obtained a BA in Economics from the University of Alberta.

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).

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Jennifer Muscroft, CPA, CA, TEP

Director of Tax Planning, BMO 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 tax and estate planning needs.

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 where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

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Eric Léveillé, CFP, CLU

Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Eric works with high‑net‑worth clients to design insurance‑based strategies that support complex tax, estate, and philanthropic goals. His focus is on protecting permanent capital and strengthening long‑term legacies by translating technical concepts into clear, actionable advice.
 
Eric brings over 25 years of experience in the insurance industry, beginning his career at a large Canadian life insurance company as an Actuarial Analyst and Product Manager. This foundation gives him deep insight into the mathematical and structural mechanics of life insurance, allowing him to demystify sophisticated planning strategies and help clients make confident, well‑informed decisions.
 
Originally from the East Coast, Eric has called Alberta home since 2008. Outside of work, he is an avid skier and hiker and a lifelong pianist. Eric holds a Bachelor of Mathematics from the University of Waterloo and is a Chartered Financial Planner (CFP) and Chartered Life Underwriter (CLU). 

Vince Lee

Vince Lee, BA

Private Banker

With over 20 years of experience in the financial services industry, Vince brings a strong background in commercial banking and private wealth management, helping business owners, entrepreneurs, and high-net-worth individuals navigate their financial needs. Throughout his career, Vince has developed extensive experience in relationship management, business financing, strategic financial solutions, and wealth management. Having spent more than a decade in commercial banking before transitioning into Private Wealth, Vince offers a unique perspective that bridges the needs of business owners with their personal wealth objectives. Vince's approach is built on understanding each client’s individual circumstances, developing tailored solutions, and building long-term relationships based on trust, responsiveness, and results.

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Bryan Bachman, B.Comm.

Private Banker

Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.