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Shawna Albornoz, MTI, TEP

Vice President of 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).

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Manisha Sharma

Trust Officer, BMO Trust Company

As a Trust Officer with BMO Private Wealth, Manisha Sharma specializes in handling the administration of complex estate and  personal trust accounts. Manisha has an extensive background specializing in Wills, Trusts, Estates and Power of Attorneys. The opportunity to work in the Estate and Trust department aligns very well to her desire to help families and individuals through times of transition. Manisha has built strong relationships with BMO Trust clients by focusing on the needs of clients. With over 5 years of experience settling and handling estates and trusts, Manisha brings extensive knowledge of the court system, probate processes and estate tax filings.
 
Manisha believes in continued growth and development. Currently, she is working to obtain a Trust and Estate Practitioner designation that is recognized worldwide. Manisha is also a member of the Estate Planning Council of Edmonton and the Society of Trust and Estate Practitioners.

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Ching Du, B.Sc., CFP

Associate Director and Sr. Trust Officer

As a Trust Officer at BMO Private Wealth, Ching specializes in the efficient and effective transfer of wealth through estate and trust administration, power of attorney services, and financial concierge programs. Ching has worked in the financial industry for 25 years, and has over 15 years of experience in Wealth and Estate planning. Ching manages estates with various complexities and is well equipped to recognize and plan against potential issues in estate administration.

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Mo Zhou, M.Sc., CFA, CFP

Director of Wealth Planning, BMO 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.

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Sean Harding

Senior Wealth Planning Consultant, BMO Wealth Planning

​Sean advises high net worth and ultra-high net worth individuals, families, professionals and business owners on comprehensive wealth planning and structuring. In addition to drawing on his own extensive experience, Sean is a member of the BMO High Net Worth Planning team of specialists with expertise in taxation, estate and trust planning, business succession planning and philanthropy. Sean helps clients understand and define their needs and goals and can explain complex solutions in an easy to grasp approachable manner.
 

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Amanda McCloy, CFP, CLU, TEP

Estate and Insurance Advisor, BMO Private Wealth

Amanda works with our clients to develop an estate plan and insurance strategies that can preserve or enhance their estate, communicate their wishes, provide protection in the event of critical illness or disability, and look after their family in the event of untimely deaths. Amanda began her career in the insurance industry over a decade ago. She brings a thirst for expanding knowledge and technical skills and has achieved her CFP, CLU and TEP, all of which focus on Estate and Tax planning. She is actively involved in the local financial planning community and sits on the board for the local chapters of Advocis and STEP.