Tel: 780-945-5278
Tel: 780-945-5201

Address

BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Contact Us

Meet Our Extended Family

Beyond investment planning, our extended family can support all aspects of your wealth management. Together, we are better.

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).

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.
 

Mike Baker
Senior Private Banker

Mike is able to work with clients to determine their everyday
banking, lending & wealth planning needs. With his extensive knowledge of BMO products, Mike brings his expertise in delivering various financing and lending structures that align with our clients specific needs. The ability to partner with various professionals who have expertise in tax and estate planning, tax planning and insurance allows Mike to bring a tailored plan that is unique to our clients’ circumstances & needs.

Mike has coached minor lacrosse teams in South Edmonton area for the past 4 years. In addition, Mike has been an active volunteer for over 10 years with various triathlon and children’s hospital foundation events.
 

Mo Zhou, FMA, CIM
Director Wealth Planning

Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.

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.