Financial Planner, Associate Portfolio Manager
Toll Free: 855-649-1888
606 - 4th Avenue South
Shawna Albornoz, MTI, TEP, EPC,
Vice President, BMO Trust Company, BMO Private Banking
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 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.
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).
BA, CFP®, CIM
Wealth Planning Consultant
As a member of the Wealth Management Consulting team, Jennifer brings together the knowledge and experience of our in house tax and estate professionals and work with investment Advisors and their clients to develop sound wealth management plans. Jennifer holds her Bachelors of Economics, CIM; Chartered Investment Manager and is a CERTIFIED FINANCIAL PLANNER®.
Jennifer has over 17 years experience in the financial services industry. Prior to joining BMO, she worked as a senior financial consultant where she provided complex financial planning, with focus on tax planning for professionals including professional corporation start-ups and wind downs. Jennifer has also worked for another financial institution where she provided financial planning, credit & investment management for numerous high net worth clients.