Our Team

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).

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.

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.

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). 

Vince Lee is a Senior Relationship Manager at Bank of Montreal who has a proven track record of successfully managing commercial clients with borrowing needs ranging from 1.5 million to 10 million dollars.

Throughout his career, he has been deeply committed to building strong and lasting partnerships with his clients. By understanding their unique financial goals and challenges, he has been able to provide tailored solutions that drive growth and success.

Vince's expertise lies in structuring financing packages that meet the specific needs of businesses, helping them navigate complex financial landscapes. Vince takes pride in delivering exceptional service and going above and beyond to exceed client expectations.

Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.