Deanna F. Nistor, CFP, FMA, CIWM
Wealth Planning Consultant, BMO Wealth Planning
As a member of the BMO High Net Worth Wealth Planning team, Deanna brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She brings together the knowledge and experience of our in-house tax and estate professionals and provides comprehensive wealth planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their complex financial circumstances to help them make better financial decisions.
Trust and Estate Consultant
Shawna Albornoz, MTI, TEP
Vice President, 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).