Rebecca Broadley

Investment Advisor

Tel: 403-592-0024
Toll Free: 1800-665-7157
Toll Free: 1800-661-5062

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

BMO Nesbitt Burns
Crowfoot
101 Crowfoot Way NW
Calgary, Alberta
T3G 2R2

Contact Us

Team

Our Team

 
Rebecca Broadley, CFP®
Investment Advisor & Financial Planner
Tel: 403-592-0024
Email: Rebecca.broadley@nbpcd.com
Connect with me on LinkedIn
 
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.
Preston Howell, CFP®
Investment Advisor & Financial Planner
Tel: 403-296-1836
Email: Preston.Howell@nbpcd.com
Connect with me on LinkedIn
 
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.
Venita Tran 
Administrative Assistant 
Tel: 403-476-9026
Email: Venita.Tran@nbpcd.com
Connect with me on LinkedIn
 
Venita is your first point of contact for administrative needs and an integral member of the team. Venita has recently completed her Finance degree at the University of Lethbridge. She also has her accounting diploma from Lethbridge College. Venita is fluent in English and Cantonese, loves reading, traveling and trying new cuisines.
 

Our Partners

Shawna Albornoz, MTI, TEP, EPC 
Vice President of Trust Services, BMO Trust Company
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 King, BComm (Fin), PFP
Estate & Insurance Advisor
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 Kayaga, LL.B, LL.M, TEP
Director, Estate Planning at BMO Wealth Management
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 Mehta, CPA, CA, TEP
Director, Tax Planning at BMO Wealth Management
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.