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JF Tremblay
Pritam Athwal

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Our Partners


 

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

Jeremy is an insurance expert. Life insurance, critical illness insurance, disability insurance and annuities are the products that his 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



Shawna Albornoz, MTI, TEP, EPC
Vice President, Trust Services at BMO Trust Company

Shawna 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 120 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