Investment Advisor
Tel:
403-592-0024
Toll Free:
1800-665-7157
Toll Free:
1800-661-5062
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
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Rebecca Broadley, CFP® CIM® Investment Advisor & Financial Planner Tel: 403-592-0024 Email: Rebecca.broadley@nbpcd.com ![]() 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.
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Preston Howell, CFP® Investment Advisor & Financial Planner Tel: 403-296-1836 Email: Preston.Howell@nbpcd.com ![]() 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.
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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).
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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.
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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. |
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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.
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