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Vance Elder
Lori An
Patty Trimble
Brooke Kollesavich

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

 

Vance Elder
Senior Vice President and Senior Investment Advisor

Tel: 403-750-0893
Email: vance.elder@nbpcd.com
Connect with me on LinkedIn

Vance has built a comprehensive wealth management practice and has been providing investment advice to clients for over 24 years. He is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing direct input to the leadership of the Firm. He is also a BMO Nesbitt Burns Chairman’s Council Member, an achievement awarded to Advisors for the highest quality client service and business management. His educational background includes a degree in Economics and Management from the University of Calgary and he is currently working towards his Portfolio Manager designation. Vance has been a member of the Planned Giving Committee for Woods Homes and supports the Canadian Cancer Society, the Canadian Breast Cancer Foundation and the CNIB. Outside of work Vance enjoys pursuing his passion for international travel.

Lori An, CFP, FCSI
Investment Advisor and Financial Planner

Tel: 403-261-9576 
Email: Lori.An@nbpcd.com
Connect with me on LinkedIn

With over 25 years in the Financial Services industry, Lori has comprehensive experience as an Investment Advisor and Financial Planner. She has earned the trust and confidence of her clients through a highly personalized and dynamic approach to wealth management.  Already an existing BMO Nesbitt Burns Investment Advisor, we are pleased Lori has chosen to join our team. Lori holds both the Certified Financial Planner (CFP) designation -- the gold standard for financial planning, as well as the prestigious designation as a Fellow of the Canadian Securities Institute (FCSI), the highest honor in Canadian financial services.  She is an alumni of the University of Lethbridge with a Bachelor of Management degree. Lori’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for our clients who require detailed solutions for their complex wealth management needs.
 

Patty Trimble
Senior Administrative Assistant

Tel:  403-750-0871 
Email: Patty.Trimble@nbpcd.com
Connect with me on LinkedIn

A seasoned and experienced professional, Patty brings over 25 years of experience in the financial services industry specializing in client relationships, administration and financial planning.  She has recently completed the Wealth Management Essentials course and upgraded some past qualifications.  She is well on her way to completing a new designation; Certified International Wealth Manager. Patty enjoys spending time with her family being active, her horse, Emerus, and in her spare time she loves triathlon and has two more major marathons in her sights to complete.
 

Brooke Kollesavich
Administrative Assistant

Tel:  403-750-0895
Email: Brooke.Kollesavich@nbpcd.com
Connect with me on LinkedIn

Brooke is a graduate of Mount Royal University and is eager to assist clients in all of their administrative needs. At Mount Royal University she completed a Bachelor’s degree in Sports Management with minors in both Business and Marketing. Upon joining our team Brooke will be working on obtaining her Canadian Securities Course and Conduct Practices Handbook Course. Outside of work she enjoys power tumbling and practicing all-star cheerleading, she loves being outdoors and going hiking with her friends and family.