Address

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
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Contact Us

Meet Our Team

Meet Our Team

Craig R. Dube, CFA
Vice President, Senior Investment Advisor

Tel: 403-260-9383
Email: craig.dube@nbpcd.com
Connect with me on LinkedIn

Craig Dube has an extensive background in providing discretionary money management to High Net Worth families and institutions. Craig has acquired vast wealth management experience through his entrepreneurial spirit and endless energy to tackle new challenges. His honesty and ethical approach to business has gained him a reputation for genuinely assisting clients in making the right financial choices.

Craig specializes in designing prudent, pension style portfolios for his clients with a keen focus on risk management, asset allocation and manager performance attribution research. This allows Craig and his team to deliver solid risk- adjusted returns consistent with the client's objectives and financial requirements. In his oft-spoken words "nothing is more important than effectively managing the downside, the upside takes care of itself when economies recover…"

Craig is a Chartered Financial Analyst (CFA) and a member of the Calgary Society of Financial Analysts and the CFA Institute in Charlottesville, Virginia. The CFA is the leading credential for professional portfolio management and security analysis. It is most commonly held by top-ranked Analysts and Portfolio Managers throughout the global investment community. Craig also holds a BA in Economics and the Canadian Securities Course (honours).

Craig leads an active lifestyle with his wife, Nancy – a teacher with the Calgary Catholic School District. They have two children – Carson and Kennedy. He has a keen interest in travel and is very passionate and active in his children's sporting and scholastic lives. Craig enjoys being active in hockey, basketball, golf, weight training and biking. He holds a brown belt in Goshinkan Jiu Jitsu and is training for his 1st degree black belt.

 

Amanda Kozyra
Investment Representative

Tel: 403-260-9114
Email: amanda.kozyra@nbpcd.com

 

Our Partners

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.

Tanya McLean, CFP, PFP
Director, Wealth Planning, BMO Wealth Planning

As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.

 

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).

 

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.

Lisa Kayaga, LL.B, LL.M, TEP 
Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.