Toll Free: 1800-665-7157
Toll Free: 1800-661-5062
525 8th Avenue SW
101 Crowfoot Way NW
Rebecca Broadley, CFP®
Investment Advisor & Financial Planner
Rebecca comes from an entrepreneurial family where she first learned the value of hard work. Rebecca has been working with clients in the investment industry for over 15 years, 10 of which have been with BMO Financial Group. She is proud to be a CERTIFIED FINANCIAL PLANNER® professional.
Bryce has recently returned to BMO after helping grow a small business for the past few years. He has 3 years of experience in Financial Services and he is happy to rejoin Rebecca after working with her previously at BMO Financial Group. Bryce and his new wife are avid dog lovers and enjoy keeping up with the burgeoning craft brewery scene in Alberta.
R. Jordan Tanner, B.Mgt (Fin), CHS
Estate and Insurance Advisor
Born and raised in an entrepreneurial family in High River, Alberta, Jordan has a deep appreciation for the value of hard work, ingenuity and taking care of clients. These values are the cornerstone of the relationships Jordan has developed with clients over the course of his 15-year financial services career. Jordan has a sound understanding of the issues, complexities and opportunities that wealth presents.
Jordan specializes in providing corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Typical clients include successful business owners, high income professionals/executives and affluent families and retirees.
Working collaboratively with your investment advisor, as well as other professional advisors, Jordan helps to design and implement customized insurance-based solutions for:
- Tax reduction
- Effective business succession
- Family wealth equalization
- Estate preservation
- Charitable giving
Developing pension-like retirement incomeJordan is a member of the Estate Planning Council of Calgary and Advocis (the Canadian Association of Financial Advisors). He holds a degree majoring in finance from the University of Lethbridge and a Certified Health Specialist (CHS) designation. Jordan lives in Okotoks with his wife and two daughters.
Navdeep Brar, CPA, CA, TEP, CDFA
Director, Tax Planning at BMO Wealth Management
Nav advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on years of tax and estate planning experience, his clients benefit from the depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Nav offers guidance on tax structuring, estate planning, business succession and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.
Nav joined BMO Wealth Management in 2015 from international professional services firm BDO Canada LLP, where he worked for 5 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, and trust tax compliance and planning engagements.