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Jeff Horne
Laura Murray
Cameron Wood

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Jeff Horne, BA, PFP, CIM®, FCSI 
Vice-President & Senior Investment Advisor

Tel: 780-945-5211
Email:  jeff.horne@nbpcd.com

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  

Tel: 780-945-5210
Email: laura.e.murray
@nbpcd.com

Laura has been in the financial services industry for over 27 years, 13 of those as Jeff’s associate and the first 14 years with BMO Bank of Montreal.   She has perfected the art of follow through and is determined to handle any client requests in an efficient and timely manner.  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 performs day to day administration required to keep client portfolios up-to-date.  She is the lead on documentation and ongoing administrative changes with a focus on ensuring clients are provided with exceptional customer service.   Please contact Laura for any general inquires.
 

Cameron Wood, CFP®
Senior Sales Assistant  

Tel: 780-945-5224 
Email: cameron.wood@nbpcd.com
Cameron Wood is the newest member of our team in the role of Senior Sales Assistant and has completed the requirements to become an Associate Investment Advisor. He holds the CERTIFIED FINANCIAL PLANNER® designation and assists Jeff with client meetings, investment research, and compiling information for retirement analysis reports.

In addition to supporting Laura with account administration and client service, Cameron is a Life Insurance Advisor and has completed the Accident and Sickness Insurance Agent program in Alberta and is able to provide assistance to clients in these areas as well. If you have any questions regarding these items, please feel free to contact Cameron directly.


 

 


 

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).

   

Jeremy Orser, MBA, CHS, CFP®, CLU
Estate and Insurance Advisor
BMO Estate and Insurance Advisory Services Inc.

Jeremy is an insurance expert. Life insurance, critical illness insurance, disability insurance and annuities are the products that our clients benefit from. His industry designations and continual education allow him to have a deep level of understanding of the tax, investment and business implications of insurance strategies. He ensures clients have the right products with the right ownership structures to maximize and protect their family wealth.

Jeremy began his career in the insurance industry in 2005 after completing his MBA at Dalhousie University. His education is on-going and he holds the major industry designations of Certified Health Insurance Specialist, Certified Financial Planner and Chartered Life Underwriter. Jeremy and his wife Karine are busy parents with two young boys. Rare free time is consumed with golf, fly fishing and basketball.
   

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.

   

Dennis Beishuizen
Senior Relationship Manager 
BMO Financial Group

Dennis is a Senior Relationship Manager for the BMO Business Banking Team and works with clients of Horne & Associates Investment Group as a key point of contact for all business banking and cash management services offered by BMO Bank of Montreal.

Dennis holds a Bachelor of Commerce Degree from the University of Albert and is bilingual in both English and French.  Dennis resides in Sherwood Park with his wife, Tara and their 2 children, Daniel and Lauren. He enjoys travel, scuba diving and spending time with his family.

   

Ron Zaporzan, B. Comm (Hons.), CFP®, R.F.P.
Wealth Management Consultant
BMO Wealth Management

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.).