Meet Our Team

Irene Yan, CIM, FCSI

Portfolio Manager & Senior Wealth Advisor

As the lead of her team, Irene has over 28 years of extensive experience in portfolio management, financial and insurance planning. Irene is committed to understand each of our clients' needs, provide customized investment strategies and prudent advices to help our clients build, manage and protect their wealth.  

Irene holds several well-recognized professional designations including Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.

Owen Lee, CFA, CAIA, DMS

Associate Portfolio Manager & Senior Investment Associate.

Owen possesses over 14 years of wealth management industry experience, with a strong passion for capital markets and investing. Adding great value to our team, Owen provides in-depth equity research and portfolio risk management techniques to help navigate today's challenging market dynamics.

Owen is a Bachelor of Commerce graduate from the University of Alberta and majored in Finance. Owen holds several well-recognized professional credentials including the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Derivatives Market Specialist (DMS) designations. Owen is fluent in English, Cantonese and Mandarin.

 

Billy Lam

Client Service Associate

Billy has over 10 years of experience in the financial services industry with strong focus on investment and retirement planning. He is passionate to help clients implement their financial plans to achieve their goals.

Billy completed his Bachelor of Arts from the University of Alberta and majored in Economics. He is fluent in English, Cantonese and Mandarin.

Yvonne Cheng, BA

Client Service Associate

Yvonne graduated with a double major in Economics and Chinese Language and Literature in University of Alberta, as well she obtained a Certificate in Translation Studies in Chinese. Yvonne has 10 years of experience in client services, where she developed excellent communication and client service skills. She has a high language proficiency in English, Cantonese and Mandarin.

Joey Chu

Joey Chu, BA

Client Service Associate

Joey graduated from NAIT with a Bachelor of Business Administration majoring in Finance. He has over 9 years of experience in the financial services industry in various personal banking roles. Prior to joining Nesbitt Burns, he was in a branch leadership role at a large-sized branch. Joey is fluent in English and Cantonese. 

Our Partners

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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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Jennifer Muscroft, CPA, CA, TEP

Director of Tax Planning, BMO 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.

Jennifer is a CPA, CA with over 16 years of experience. Prior to joining BMO, Jennifer was a Senior Tax Manager at one of the largest international accounting firms in Edmonton where she advised a variety of clients in the areas of tax, estate, retirement and financial planning. Jennifer is a member of the Society of Trust and Estate Practitioners (STEP) Edmonton Branch and is a member of the Edmonton Estate Planning Council.

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Eric Léveillé, CFP, CLU

Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Eric works with high‑net‑worth clients to design insurance‑based strategies that support complex tax, estate, and philanthropic goals. His focus is on protecting permanent capital and strengthening long‑term legacies by translating technical concepts into clear, actionable advice.
 
Eric brings over 25 years of experience in the insurance industry, beginning his career at a large Canadian life insurance company as an Actuarial Analyst and Product Manager. This foundation gives him deep insight into the mathematical and structural mechanics of life insurance, allowing him to demystify sophisticated planning strategies and help clients make confident, well‑informed decisions.
 
Originally from the East Coast, Eric has called Alberta home since 2008. Outside of work, he is an avid skier and hiker and a lifelong pianist. Eric holds a Bachelor of Mathematics from the University of Waterloo and is a Chartered Financial Planner (CFP) and Chartered Life Underwriter (CLU). 

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Jennifer Kwan

Mortgage Specialist

Jennifer specializes in home financing and helps our clients with their mortgage and lending needs. She brings over 30 years of experience in banking. Jennifer helps our clients navigate a wide range of home financing options and find the right solution suitable to their special situation.