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

Meet the Team


 

Warren Wood, CFA, CFP®, FCSI®
Senior Portfolio Manager

Tel: 403-296-1281
Fax: 403-261-9541

Email: Warren.Wood@nbpcd.com
Connect with me on LinkedIn

Warren is a Senior Portfolio Manager within the Hauser Wood Ma Jorgenson Wealth Advisory Group. He has over 25 years of experience in investment management, 19 of which he has spent with BMO Nesbitt Burns. He specializes in portfolio management service to high net worth and ultra-high net worth families and corporations.  
  
Warren has completed his Financial Planner designation and is a Fellow of the Canadian Securities Institute. Warren is also CFA Charterholder - the highest professional designation of its kind in the industry. To uphold this title, Warren must demonstrate strong investment discipline, rigorous industry education, and the ability to maintain a high level of client trust.
  
Warren works with a team of professionals who can assist him and his clients define the purpose of their wealth and provide ideas to execute on the mission and vision of each family.  We bring together the right professionals to preserve and protect the family’s legacy.  This can be simple or complex depending on each clients unique circumstances.
  
In his spare time, Warren enjoys doing at-home boot camps, mountain biking, martial arts and golf. Together with his wife, Warren enjoys spending time with their four grown kids and spending time at the cabin.

Kelly Hauser
Senior Investment Advisor

Tel: 403-296-1234
Fax: 403-261-9541

Email: Kelly.Hauser@nbpcd.com
Connect with me on LinkedIn
 

Kelly is a Senior Investment Advisor on the Hauser Wood Ma Jorgenson Wealth Advisory Group team. He has been servicing clients in the investment industry for over 30 years, with 19 of those years at BMO Nesbitt Burns. Prior to that, he specialised in management and credit lending with another Canadian financial institution. He graduated from the University of British Columbia with a degree in Business Administration and holds a Professional Financial Planning certificate.

Kelly firmly believes that his clients’ interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of a defined process to achieve short and long term investment objectives. He has comprehensive knowledge of investment management, tax and estate planning and retirement strategies. Using a holistic relationship approach, Kelly ensures that the financial and investment needs are met for both his individual and corporate clients.

In his spare time Kelly enjoys traveling, golfing, coaching hockey, and spending time with his family and friends.

Hudson Ma, CIM, CFP®
Investment Advisor, Portfolio Manager 

Tel: 403-296-1250
Fax: 403-296-1248

Email: Hudson.Ma@nbpcd.com
Connect with me on LinkedIn


Hudson has over 25 years of experience in the financial services industry, with 20 of those years dedicated to investment and portfolio management. Hudson has earned his Certified Financial Planning (CFP) designation and Chartered Investment Management (CIM) designation to allow him to manage accounts on a discretionary basis for his clients.  With this knowledge base and unlimited products to draw on he works to protect and grow his clients’ assets over time.

Hudson uses his knowledge and experience to create detailed wealth plans for his clients and their families to help them achieve their financial goals. He draws on his network of professionals that can add additional value from a simple will to a complex estate plan and provide creative solutions to minimize the impact of tax to your family. 

Growing up in Calgary, Hudson is a graduate of the University of Calgary with a degree in Economics and Political Science.  In his spare time, he enjoys staying active and participating in various sports including cycling, slow pitch, and snowboarding and spending time with his family including his 3 fur babies. Hudson is passionate about supporting the Humane Society and other animal rescue organizations, and enjoys vacationing in California and Hawaii.

Shane Jorgenson
Portfolio Manager, Senior Investment Advisor

Tel: 403-261-9549
Fax: 403-261-9541

Email: Shane.Jorgenson@nbpcd.com
Connect with me on LinkedIn

Shane has over 35 years of experience in the investment management industry, most of which was spent with BMO Nesbitt Burns. Shane holds a Bachelor of Commerce degree from the University of British Columbia, and is licensed to deal with U.S. residents as well as being a licenced Insurance Advisor and qualified in financial planning.

Shane specializes in portfolio management services to high net worth and ultra-high net worth families and businesses.  He works with a team of BMO professionals and partners to assist his clients and their families in achieving their financial goals – from building customized financial and tax plans, to detailed wealth plans and estate planning.

Shane is a Calgary native and loves living in the country just on the outskirts of the city. Shane enjoys golf, cycling, travel and spending time with his family. He is passionate about giving back to the community and supporting local charities including The Calgary Food Bank.

Brad Carscadden, B. Mgt
Investment Advisor

Tel: 403-296-9080
Fax: 403-261-9541

Email: Brad.Carscadden@nbpcd.com
Connect with me on LinkedIn
 

Brad has been in the financial services and banking industry for 10 years. Originally from Nelson BC, he grew up in a family of medical professionals.  Brad went to UBC Okanagan where he specialized in finance, which ultimately became his passion.

Influenced by his family background, Brad decided to turn his focus to advising physicians, specialists, residents, and other healthcare providers. He helps professionals at all stages of their careers, from current students to retirees. Together with his partners at BMO Private Wealth, his team can help with anything from banking needs to goals-based financial planning.

His other passions in life include Brazilian jiu jitsu, and travel. Brad loves to adventure around the world meeting other practitioners, and truly enjoys learning from others. When he’s in his hometown in the South of Calgary, you can often find Brad walking his miniature dachshund puppy, Gus.

Bill Bufton, B. Mgt
Associate Investment Advisor

Tel: 403-261-9565  
Fax: 403-261-9541

Email: William.Bufton@nbpcd.com
Connect with me on LinkedIn
 

Bill has over 20 years of experience in the Financial Industry, joining BMO Nesbitt Burns in 1997 after completing his Bachelor of Management Degree (Finance) from the University of Lethbridge.  Bill works directly with clients helping them develop detailed wealth and investment plans that achieve their long term financial goals.
 
In his spare time Bill enjoys golfing in the summer and skiing with his family in the winter.

Nancy Wong
Investment Representative

Tel: 403-296-1688
Fax: 403-261-9541

Email: NancyA.Wong@nbpcd.com

Nancy has over 15 years of experience in the banking and financial industry. She has a finance and accounting education background and is highly skilled in the areas of client relations, trading and administration.
Away from the office, she enjoys spending time with her family, travelling, reading, and baking.

Anna McIntosh
Investment Representative

Tel: 403-296-1252
Fax: 403-261-9541

Email: AnnaLee.McIntosh@nbpcd.com

Anna has been in the financial services industry for 10 years and has had the pleasure of working with the Hauser Wood Ma team for 6 of those years. When she is not spending time with her young family, Anna enjoys running, trying new recipes in the kitchen, and taking her dog Mila for long walks.

Cathy Butler
Administrative Assistant

Tel: 403-296-1252
Fax: 403-261-9541

Email: Cathy.Butler@nbpcd.com 

Cathy joins us from the Corporate Event Services industry where she spent 5 years committed to developing meaningful and lasting client relationships. She prides herself on her ability to multitask, prioritise, and always carry a positive attitude. Cathy recently made the leap to relocate to Calgary from Toronto with her husband, and carry out her passion for adventure. She loves to try new things and spending time in the great outdoors.