Tel: (403)-296-1252

Address

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

BMO Nesbitt Burns
3517 Charleswood Drive NW
Calgary, AB
T2L 2C1

Contact Us

Our Partner


 

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Shawna Albornoz, MTI, TEP, EPC 
Vice President, Trust Services, BMO Trust Company

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).

Anadi Mehta, CPA, CA, TEP 
Director, Tax Planning

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.

Nina Wood
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Nina has been in the business since 2005, joining BMO Estate Insurance Advisory Services in 2015. With an entrepreneurial background in running businesses since 2001, Nina knows not only what it takes to build and grow a business, but has also experienced firsthand the financial hardships that occur when a family member or business partner suffers from sickness or dies prematurely.
 
Nina will discuss your needs with your Investment Advisor and will develop an estate plan that complements your current financial situation and communicates your wishes for the future. She will show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness or disability, and look after your family in the event of your untimely death.

Rose Palma, CFP, CIM, TEP, 
Director, Wealth Planning, BMO Wealth Planning

Rose works directly with Advisors & Relationship Managers who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their High Net Worth clientele. Rose brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors/Relationship Managers and their clients to develop sound wealth management plans. She provides Advisor support and direction about complex issues such as retirement & distribution planning, tax planning, estate planning, succession planning and philanthropic considerations, to BMO Wealth Management’s affluent families and entrepreneurs. Rose’s extensive planning background helps her in providing best in class wealth plans and great client experience.