Shawna Albornoz MTI, TEP, EPC
Vice-President, Trust Services, BMO Trust
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 she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation.
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).
Ron Zaporzan, B. Comm (Hons.), CFP®, R.F.P.
Wealth Management Consultant
Ron brings together the knowledge and experience of our in-house tax and estate professionals to develop planning strategies and establish wealth plans, driven by client priorities, helping them achieve their goals, solve problems, and ultimately making them feel good about their financial future and the team of professionals they are working with. He provides support and direction on complex issues such as retirement planning, tax planning, cash management, risk management, wills and estate planning, business succession, transition planning and philanthropy.
Ron brings over 20 years of experience in financial services, as a financial planning practitioner, advisor, and wealth coach in the Canadian wealth management industry. Ron is an honours graduate in Finance from the University of Manitoba. He holds the CERTIFIED FINANCIAL PLANNER® designation and is a Registered Financial Planner (R.F.P.).
Jeremy Orser, MBA, CHS, CFP®, CLU
Estate and Insurance Advisor
Jeremy works with Investment Advisors to help develop and implement wealth plans for these families to protect their long term capital. This planning process involves the investment advisor, potentially the client's accountants and lawyers as well as our specialized team of planning experts. Our team then helps direct the client to implement this plan in manageable steps.
In 2001 Jeremy was in a tragic car accident on my way home from work as a field biologist. This drastically changed his life and further instilled a need to give back to the community at large. Jeremy entered the insurance field as a financial advisor in 2005 after completing his MBA. This career provided the fulfillment I had sought as Jeremy was able to help clients protect their families, understand their financial realities and plan for a better future.
BMO Specialized Lending
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.