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Kevin Spasiuk
Janice Mitchell

Tel: 780-408-2915

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

Other Locations

10803-23 Ave
Edmonton, AB
T6J 7B5

Team Members and Partners

Kevin Spasiuk 
Investment Advisor 

Phone: 780-408-2915
Email: Kevin.Spasiuk@nbpcd.com 

Over the last 17 years I continue to work with my Professional and Business client’s other trusted professionals to ensure we as a team are working cooperatively for our client’s best interests. Leveraging other professional resources of BMO Nesbitt Burns also ensures all involved are collaboratively working on tax, income and estate strategies on behalf of our clients. We bring financial peace of mind to our clients so they can focus on what is important to them, their family and their business.

Our existing clients are our most enthusiastic supporters.

The "Spasiuk Investment Advisory Group"​ and partners offer:

- Tax minimization strategies
- Comprehensive financial, retirement and estate planning
- Proactive, conservative portfolios partially including very successful alternative investments
- Cost efficient investing
- US tax planning support
- Business succession planning
- Charitable giving - Foundations and charitable giving
- Estate and Insurance advising
- Private banking
- Corporate executorship
- Trust services
 


Janice Mitchell  
Investment Representative

Phone: 780-945-5291
Email: Janice.Mitchell@nbpcd.com

Janice runs the day-to-day client service and administration of the practice
 


Jeremy Orser 
Estate and Insurance Advisor
Phone: 780-945-5225 
Email:  Jeremy.Orser@nbpcd.com

Jeremy leads conversations and reviews to help clients understand the implications of their life insurance, business succession and estate plans


Shawna Albornoz MTI, TEP, EPC
Vice President, Trust Services
Phone: 403-503-7384
Email: Shawna.Albornoz@bmo.com

Administers Estate, Trust, Power of Attourney and Charitble Foundation accounts. As a Corporate Executor and Trustee for high net worth clients, Shawna helps families effectively plan for the transfer of wealth to the next generation and deal with all the fiduciary responsibilities.


Sowon Holloway
Senior Private Banker, BMO Private Banking
Phone:780-408-0985
Email: Sowon.Holloway@bmo.com

As your wealth grows, your banking and borrowing needs can become more complex and require dedicated attention and expertise. Sowon is an experienced private banking professional who recommends and implements various banking and borrowing solutions that are customized for each client.


Irit Gertzbein B.A., D.C.S., B. Ed., LLB.,
Sr. Manager Trusts and Estates
Phone: 416-435-9607
Email: Irit.Gertzbein@bmonb.com

Has significant expertise in Wills, Trusts, Powers of Attourney and implementation of various estate planning strategies.


Linda Leung CPA, TEP, 
Sr. Manager US Tax
Phone: 416-359-7097
Email: Linda.Leung@bmonb.com

Provides clients and their accountants  with the latest Canadian and US tax planning support.

         
James Kraft CA, Mtax, CFP, TEP.  
VP and Head of Business Succession Planning 
Phone: 416-359-7278
Email: James.Kraft@bmo.com

Consults with high-net-worth families with respect to their businesses, tax and estate planning needs.