Address

BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Contact Us

Our Team


 

Jeff Horne, BA, PFP, CIM®, FCSI 
Portfolio Manager & Senior Investment Advisor

As an Investment Advisor at BMO Nesbitt Burns since 1997, I have been successfully helping our clients achieve their financial goals.  Along with my team at Horne & Associates, I assist clients with investment advice and portfolio management as well as retirement and financial planning.  A life-long Edmonton resident, I attended University of Alberta before pursuing a career in investment management.  I am able to provide advice on a wide variety of investment options such as managed portfolios, separately managed accounts (SMAs), stocks, bonds, Exchange-traded funds (ETFs), mutual funds, income trusts, Initial Public Offerings (IPOs) and options.  But most importantly, I continually monitor and manage investments for our clients and provide updates and recommend changes to their portfolios whenever warranted.  My attention to detail and calm manner provides my clients with a high level of confidence and comfort.

Education:
Bachelor of Arts, University of Alberta, Edmonton
Fellow of the Canadian Securities Institute FCSI
Canadian Investment Manager CIM
Financial Planner PFP

 

Laura Murray
Associate Investment Advisor

Laura has been in the financial services industry for over 32 years, 18 of those as Jeff’s associate and the first 14 years with BMO Bank of Montreal.  The client is always her number one priority and she takes pride in being efficient, knowledgeable, responsive and accurate in all of her dealings.  Laura enjoys getting to know the clients of Horne & Associates and being able to assist them with their financial needs allowing them to focus on enjoying their lives
 
Laura is the first contact point for the team.  She works closely with Jeff to execute client investment plans and keep portfolios up-to-date.  She also plays an integral part in the maintenance of client documentation and processing of client requests.  Laura’s variety of skills in the financial services industry allows her to seamlessly move within the team roles.
Please contact Laura for any general inquires.

 

Luwam Ghezehei, B.Comm, CFP®
Senior Sales Assistant

Luwam Ghezehei joined the Horne & Associates team in 2019 after spending 5 years at BMO Bank of Montreal as a Financial Services Manager. In addition to her financial services experience, Luwam is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce, double major in Finance and Business Economics & Business Law from the University of Alberta. She applies her educational and banking background into day to day tasks, assisting Jeff and Laura.

Luwam’s values of maintaining the highest level of customer service, is in line with the Horne & Associates ultimate goal of making our clients our priority. Please contact Luwam for any general inquires.

 


 

 


 

Shawna Albornoz MTI, TEP, EPC
Vice-President, Trust Services, BMO Trust Services

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’s goal is to provide comprehensive and customized solutions to resolve complex situations while providing expert advice and direction to ensure our clients’ estates are administered properly and without conflict for their families and loved ones.

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

Paul Lytle, Lending Specialist 
BMO Financial Group

Paul Lytle is a University of Alberta graduate, who has worked in finance since completing his education. As an investment lender and mortgage specialist, Paul is able to offer a broad range of lending solution, from home financing and line of credits, to tax efficient investment loans.

Paul collabrates with Horne & Associates Investment Group to customize the best-fitted lending solutions to help support the long term financial goals of their clients and investors.

Mo Zhou, M.Sc, CFA, CFP®
Director, Wealth Planning
BMO Financial Group

Mo is passional about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he eleverages 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 including retirement and income planning, tax planning, cash management, business succession, estate planning and charitable giving. 

Mo holds a Master of Science in Finance, Certified Financial Planner ® (CFP) and Chartered Financial Analyst (CFA). Mo is fluent in English and Mandarin.

Nina Wood
Estate and Insurance Advisor,
BMO Estate Insurance Advisory Services

Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely.
 
Nina will discuss your needs with your Investment Advisor and will develop an estate plan that complements your current financial situation and communicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.

Jennifer Muscroft, CPA, CA, TEP
Director, Tax Planning
BMO Financial Group

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 needs, in the area of tax, estate, retirement and financial planning. 

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. Jennifer holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP).