Tracy Liew, M.Sc., CFP®, CIM®

Investment Advisor & Financial Planner

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Contact Me

Our Partners

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Jennifer Muscoft, 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 tax and estate planning needs.

Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning 

Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.

Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts 

Shawna Albornoz, MTI, TEP, EPC 
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).

Kris Kibler, CPA, CA, CFP®
Director, Wealth Planning, BMO Wealth Planning 

Born and raised in Alberta, Kris moved from Edmonton to Calgary early in his professional career. Kris attended the University of Alberta where he graduated “with distinction” with a Bachelor of Commerce Degree, majoring in accounting.

As a member of the BMO High Net Worth Planning team, Kris works with BMO financial professionals who are looking to provide their client’s with expertise and guidance on their entire wealth plan. Kris provides holistic financial advice in areas such as retirement planning, cash flow, tax planning, risk management, and estate planning.

Carla Stochmanski
Private Banker, BMO Private Banking 

Carla began her career in the banking industry in 2007 and has experience in retail, small business, and wealth management. She joined BMO in 2017, working primarily with high net worth individuals and families, managing their day-to-day banking, and providing tailored solutions to increase their overall wealth.
 
Previously, she held progressively senior positions in the Financial Services industry, including Senior Personal Banker and Financial Solutions Specialist, before transitioning into Wealth Management. Carla is well-regarded in the industry for her professionalism, work ethic, and client-centric approach, as well as her community involvement.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

Nina Wood
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely.
 
Nina will discuss your needs with your Investment Advisor and will develop an estate plan that complements your current financial situation and communicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.

Crisanta Winslow
Associate Private Banker, BMO Private Banking

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of BMO Nesbitt Burns clients.