BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Meet Our Specialists
Sarah King, PFP®
Estate and 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 been helping with 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 believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet 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.
As a Private Banker at BMO Private Wealth, Carla advises professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. She values guiding her clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.
Carla takes time to listen and understand her client's unique circumstances, financial needs and goals – for today and the future. Then, brings in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, Carla takes a holistic approach to design a customized, integrated wealth plan. She regularly revisits this plan so it adapts as the client and their family transition throughout life.
By delivering exceptional personalized service, Carla develop relationships that are trusting, comfortable and long-lasting.
Shawna Albornoz, MTI®, TEP, EPC
Vice President, Trust Services
Shawna Albornoz 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 130 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 her 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).
Lisa Kayaga, TEP
Director, Estate Planning
Lisa is part of our High Net Worth specialists team and she advises our high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, our clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.
Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.
Associate Private Banker
As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances. Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products. She aims to deliver great banking experiences and strengthen the loyalty of Nesbitt Burns clients.