Jeff Horne, BA, PFP, CIM, FCSI
Portfolio Manager & Senior Investment Advisor
As an Investment Advisor at BMO Nesbitt Burns since 1997, I have been successfully helping our clients achieve their financial goals. Along with my team at Horne & Associates, I assist clients with investment advice and portfolio management as well as retirement and financial planning. A life-long Edmonton resident, I attended University of Alberta before pursuing a career in investment management. I am able to provide advice on a wide variety of investment options such as managed portfolios, separately managed accounts (SMAs), stocks, bonds, Exchange-traded funds (ETFs), mutual funds, income trusts, Initial Public Offerings (IPOs) and options. But most importantly, I continually monitor and manage investments for our clients and provide updates and recommend changes to their portfolios whenever warranted. My attention to detail and calm manner provides my clients with a high level of confidence and comfort.
Bachelor of Arts, University of Alberta, Edmonton
Fellow of the Canadian Securities Institute FCSI
Canadian Investment Manager CIM
Financial Planner PFP
Associate Investment Advisor
Laura has been in the financial services industry for over 32 years, 18 of those as Jeff’s associate and the first 14 years with BMO Bank of Montreal. The client is always her number one priority and she takes pride in being efficient, knowledgeable, responsive and accurate in all of her dealings. Laura enjoys getting to know the clients of Horne & Associates and being able to assist them with their financial needs allowing them to focus on enjoying their lives
Laura is the first contact point for the team. She works closely with Jeff to execute client investment plans and keep portfolios up-to-date. She also plays an integral part in the maintenance of client documentation and processing of client requests. Laura’s variety of skills in the financial services industry allows her to seamlessly move within the team roles.
Please contact Laura for any general inquires.
Luwam Ghezehei, B.Comm., CFP
Senior Sales Assistant
Luwam Ghezehei joined the Horne & Associates team in 2019 after spending 5 years at BMO Bank of Montreal as a Financial Services Manager. In addition to her financial services experience, Luwam is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce, double major in Finance and Business Economics & Business Law from the University of Alberta. She applies her educational and banking background into day to day tasks, assisting Jeff and Laura.
Luwam’s values of maintaining the highest level of customer service, is in line with the Horne & Associates ultimate goal of making our clients our priority. Please contact Luwam for any general inquires.