Team

403-592-0024

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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.

In her spare time Rebecca and her family enjoy spending time in the mountains. Rebecca would consider herself a ‘foodie’, plays casual badminton and is an active volunteer with the Calgary Public Library, Girl Guides of Canada and supporter of Closer to Home.

403-296-1836

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Born and raised in Calgary, Preston has committed his career to working with individuals with their planning and investment needs. He has 10 years of experience in the financial services industry with 7 of those years at BMO as a Financial Planner. He is proud to be a CERTIFIED FINANCIAL PLANNER ® professional.

Outside of the office, Preston is devoted to his growing family. He enjoys football, camping and the great outdoors. Preston has grown up with dogs his entire life and currently has a bernese mountain dog. He is extremely grateful to spend time with his son Casey, daughter Quinn and his wife Chantelle

Krystina Meunier
Administrative Assistant 
Tel: 403-476-9026
Email: Krystina.Meunier@nbpcd.com
 

Krystina is a proud born and raised Calgarian. She has over 10 years in the financial services industry. Krystina has a strong background in administration work and enjoys getting to know our clients.  She is currently working on completing the Canadian Securities Course.
 
Her spare time is spent with her family; husband, daughter and 2 dogs. They enjoy camping and all the summer fun, especially bonfires.

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. Shawna holds the 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).
 

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and has been helping high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations.

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believes in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their specific goals. Her solutions focus on minimizing the client's risk, protecting their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

Lisa, a lawyer by profession, is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning with the aim of helping them understand the different strategies that they could use to help them preserve family relations and maximize their wealth.

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on" approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.

Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprietors, and high net worth individuals with complex tax situations including international and cross-border taxation, and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.