BMO Nesbitt Burns
606 - 2nd Street SE
Medicine Hat, AB
Meet Our Team
Tel: (403) 528-6771
Toll Free: (844) 274-3759
Dan completed his Bachelor of Religious Education in 1983, immediately entering the business world as a producing manager, later becoming a business owner. He has extensive experience in telecom, construction and agriculture supplies. In 2006 he entered the Wealth Management Industry as an Investment Advisor, joining BMO Nesbitt Burns in 2009.
Outside the office, Dan and his wife Patricia stay busy with grandkids, cooking, reading and travel. Dan & Pat serve on several boards and actively volunteer for many community groups.
Tel: (403) 331-2027
Toll Free: (855) 649-1888
Carlee has been employed with BMO Nesbitt Burns since January 2018 within her current role, supporting the administration and client service tasks for the team. Recently Carlee completed her Canadian Securities Course as well as other requirements to become an Investment Representative for the team. Carlee has experience working with two other prominent financial services firms in Southern Alberta since 2011, helping clients in the area of everyday banking, insurance, as well as most recently an assistant to the chief executive of a Credit Union.
On a more personal note, Carlee moved to Lethbridge in the summer of 2009 from Vauxhall, Alberta, where she grew up. Growing up she was involved in many different sports but mainly playing hockey for teams throughout Southern Alberta for 12 years. When not at work she enjoys spending time with her husband, and two daughters which includes lots of camping with family and friends in the summer months.
MTI, TEP, EPC, Vice President
BMO Trust Company, BMO Private Banking
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 120 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).
BComm (Fin), PFP
Estate & Insurance Advisor
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.
An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.
Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on"approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.
CPA, CA, TEP
Director, Tax Planning
Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.
Anadi's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.