Skip Navigation

Contact Us

Lisa Miller
Craig Tozer
Katie Battison

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5

Lottie Austin, CLU, TEP, Certified Financial Planner ®, M.Music, B.Ed

Senior Vice President – Estate and Insurance Advisor

BMO Nesbitt Burns Financial Services Inc.



Tel: (403) 260-9362


Lottie Austin is an Estate and Insurance Advisor with a wealth of insurance and estate planning expertise gained through over 18 years of experience. Lottie has attained professional designations as Chartered Life Underwriter (CLU), Certified Financial Planner ®, and Trust and Estate Practitioner (TEP); achievements that demonstrate her ongoing commitment to education in order to better serve her clients. Her business philosophy focuses on building trusting relationships with Investment Advisors and their clients and working collaboratively to prepare customized strategies for enhancing the client's financial position.

Lottie's clients benefit from her dedication and commitment to excellence in wealth management and legacy planning. Lottie works at developing plans for ensuring your assets and your earnings continue to benefit you the most during your lifetime as well as enabling you to provide for your heirs after your death.

The focus of estate planning is estate preservation, tax management and maximizing returns on accumulated assets. Insurance can be utilized to provide tax sheltering and asset allocation. Lottie's education and experience provides you with a broad range of wealth strategies and her focus is ensuring your objectives are met.

Lottie is National Chair of the Society of Trust and Estate Practitioner's (STEP) Student Liaison Committee as well as Chair for STEP, Calgary Branch. Lottie is a member of CALU, Advocis and the Canadian Institute of Financial Planners.

An active community volunteer, Lottie is committed to community. Recent highlights have included co-chairing "Music in the Making” Capital Campaign for the University of Lethbridge in 2012. Previous community activities contributed to recognition as a YWCA Woman of Distinction. An accomplished pianist, Lottie was a finalist in the 2014 Calgary Honen's ProAm Piano Competition in November.