Address

BMO Nesbitt Burns
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
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BMO Nesbitt Burns
Suite 201 - 179A Leva Ave
Red Deer County, AB
T4E0A5

Contact Us

Our Partners

Our Partners

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.

Lisa Kayaga, LL.B, LL.M, TEP 
Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises 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, 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.

Jennifer Muscoft, CPA, CA, TEP 
Director, Tax Planning

Jennifer works as part of a collaborative team of wealth planning professionals to assist individuals and business owners with comprehensive tax and estate planning. Drawing on her years of experience in public practice, Jennifer works closely with clients to provide guidance tailored to their specific tax and estate planning needs.

Gayle Pederson, TEP, CFP, MTI
Director, Will and Estate Planning

Gayle has over 20 years of experience in the area of wills, estates and trusts. She joined BMO as a Trust Officer in 2002 and was responsible for the administration of many estates and trusts until she began assisting BMO clients with their planning in 2010.

Gayle is committed to continuing education in this ever changing area of wealth planning. In addition to discussing the technical issues, Gayle enjoys passing on helpful practical information that she has gained over her many years of experience administering estates and trusts

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).

Jason Aspinall, BA, CFP, CLU
Director, Wealth Planning, BMO Wealth Planning

As a member of the Wealth Management Consulting team, Jason brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and income planning, tax planning, cash management, business succession, transition planning, estate and gift planning, and charitable giving.

Mark Moulson, CFP, CLU, TEP, RHU 
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.

Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.

Kurtis Massey, BAppFS, CFP, CIM 
Director, Wealth Planning, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

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.

Grant Brooks, CFP, CLU 
Director, Wealth Planning, BMO Wealth Planning

Grant is passionate about helping high net worth families and business owners to develop a clearly defined comprehensive wealth plan and strategies that serve to assure their retirement needs, minimize tax through optimal cash flows, integrate business planning, and implement appropriate trust and estate planning to fulfill family legacy and philanthropic goals in tax efficient manners. Drawing on a depth of planning acumen and our team of in-house technical specialists, Grant strives to translate complex strategies into understandable solutions that address clients’ planning issues, goals, and concerns, to provide them with a sense of financial well-being and an affirmation of their family’s wealth stewardship.

Deanna F. Nistor, CFP, FMA 
Director, Wealth Planning, BMO Wealth Planning

Deanna is a native Calgarian and has worked in Financial Services for 24 years. As a wealth planning specialist, Deanna works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Deanna provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their wealth complexities to help them make better financial decisions.

Laurie Sibille, CFP, BComm (Fin)
Senior Private Banker, BMO Private Banking

After joining BMO in 2000, Laurie moved to Private Banking in 2006 as a Lending Specialist and subsequently to her current role as Senior Private Banker in 2007. Laurie is well known for her collaborative approach to working internally with Nesbitt Burns Investment Advisors and their clients to meet both their day-to-day banking needs and their more complex requirements. She is committed to providing an exceptional client experience through solutions and strategies that help them meet their financial goals.
 
Laurie received her Bachelor of Commerce from the University of Saskatchewan with a Major in Finance. She is also a CFP charter holder and CIFP Association Member.

Carla Stochmanski
Private Banker, BMO Private Banking

Carla began her career in the banking industry in 2007 and has experience in retail, small business, and wealth management. She joined BMO in 2017, working primarily with high net worth individuals and families, managing their day-to-day banking, and providing tailored solutions to increase their overall wealth.
 
Previously, she held progressively senior positions in the Financial Services industry, including Senior Personal Banker and Financial Solutions Specialist, before transitioning into Wealth Management. Carla is well-regarded in the industry for her professionalism, work ethic, and client-centric approach, as well as her community involvement.

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.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

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.

Crisanta Winslow
Associate Private Banker, BMO Private Banking

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO 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 BMO Nesbitt Burns clients.

Mo Zhou, FMA, CIM
Director Wealth Planning, BMO Wealth Planning

Mo is passionate about helping people becoming more knowledgeable and confident about their finances. He draws on extensive financial planning experience. With robust analytical skills, he leverages the knowledge and expertise of our in-house tax, estate, insurance and philanthropic professionals. Mo advises high net worth families and business owners on complex issues. This includes retirement and income planning, tax planning, cash management, business succession, estate planning, and charitable giving.

Karina Canfield
Associate Private Banker, BMO Private Banking

Karina has been giving clients sound advice for over 24 years. During this time she has developed the financial strategies and product knowledge necessary to offer the best solutions for those that are interested in Loans, Lines of Credit, or Mortgages.
 
Karina’s main focus is Mortgages, Lines of Credit (both secured and unsecured) and Home Equity Lines and she is happy to discuss products and options at any time. She will explain complex mortgage terms and conditions in clear and basic language and can assist with other types of financing and personal loans for you and your family.

Tyler Lindgren
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

As an Estate and Insurance Advisor with BMO Estate Insurance Advisory Services, Tyler Lindgren collaborates with Advisors to provide high level knowledge and expertise centered on insurance-based tax, estate and retirement planning solutions for business owners, professionals, executives and retirees. This collective approach enables Tyler to prepare customized strategies to enhance the client's financial position.

Tafaline Wall, MBA
Senior Private Banker, BMO Private Banking

Tafaline is a specialist in personal and commercial lending strategies. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones. Tafaline will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Bernice Wong
Direct, Wealth and Tax Planning, BMO Wealth Planning

Bernice leads a collaborative team of professionals and works closely with advisors across BMO to support high and ultra-high net worth clients in achieving their goals. With extensive knowledge in advanced tax, business succession and estate planning, including cross border estate planning, Bernice develops customized wealth and tax planning solutions to meet the unique and complex needs of affluent individuals and families.

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.

Tanya McLean, CFP, PFP
Direct, Wealth Planning, BMO Wealth Planning

As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.

Nikki Holden, PFP
Director, Wealth Planning, BMO Wealth Planning

As a Private Banker, Nikki works with a small group of successful Canadian families to provide experienced oversight and exceptional service related to their everyday banking and wealth planning needs. With a strong lending background, Nikki offers expertise in delivering a customized range of deposit and lending structures aligned with her clients’ specific requirements.

Mike Baker
Senior Private Banker, BMO Private Banking

Mike is able to work with clients to determine their everyday banking, lending & wealth planning needs. With his extensive knowledge of BMO products, Mike brings his expertise in delivering various financing and lending structures that align with our clients specific needs. The ability to partner with various professionals who have expertise in tax and estate planning, tax planning and insurance allows Mike to bring a tailored plan that is unique to our clients’ circumstances & needs.

Mike has coached minor lacrosse teams in South Edmonton area for the past 4 years. In addition, Mike has been an active volunteer for over 10 years with various triathlon and children’s hospital foundation events.

 

David Hidlebaugh, B.Comm (Hons), PFP, MTI
Associate Director and Sr. Trust Officer, BMO Trust Company

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

Anthony Maros, BA Economics
Senior Private Banker, BMO Private Wealth

As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.

Matt Lesage, B.Comm (Hons), CFP®, QAFP™
Associate Private Banker, BMO Private Wealth

As an Associate Private Banker, Matt works with a select group of successful Canadians to provide exceptional service and planning related to their everyday banking & borrowing needs.  He values guiding his clients towards achieving their financial objectives, and to allow them to dedicate more time to activities they value most. Together with a team of professionals he works collaboratively to provide complete wealth management solutions for clients including investment management, planning, trust services and banking.