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Dave Foraie
Lorna Partsch

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525 8th Avenue SW
Suite 3200
Calgary, AB
T2P 1G1
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Shawna Albornoz

Vice President of Trust Services (Prairies)

BMO Trust Company

  Shawna 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 responsibilites.

Shawna holds the 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 considerationd between generations, and is a member of the Calgary Estate Planning Council (EPC).