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Contact Us

Irene Yan
Kevin Lai
Owen Lee
Yvonne Cheng

Tel: 780-945-5249
Toll Free: 800-661-7423

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Irene Yan, CIM, PFP, FCSI
Senior Vice President, Portfolio Manager & Wealth Advisor

Tel:     780-945-5249
Email: irene.yan@nbpcd.com


As the lead of her team, Irene has over 20 years of extensive experience in portfolio management, financial and insurance planning. Irene currently manages over $250 Million of investment assets. Irene is dedicated to providing customized investment strategies, articulating the investment objectives, time horizon and risk tolerance of each of her clients.

Irene also holds several well-recognized professional designations including Chartered Investment Manager (CIM), Personal Financial Planner (PFP), & Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.


 

Kevin Lai, BComm (Hons), CIM, CFP®, PFP
Associate Wealth Advisor, Financial Planner

Tel:     780-945-5246
Email: kevin2.lai@nbpcd.com


Kevin has over 7 years of experience in wealth planning and investment management. Kevin came from private banking background where he managed a portfolio of affluent clients. Coming from a banking and financial planning background, Kevin adds value in delivering a tailored wealth management approach to all our clients.

Kevin graduated with Honors from University of Alberta majored in Finance and International Business. He holds several well-recognized professional credentials including the Chartered Investment Manager (CIM®) , CERTIFIED FINANCIAL PLANNER ® Professional and Personal Financial Planner (PFP) designation. Kevin speaks fluently in English, Cantonese and Mandarin.
 


Owen Lee, CFA, CAIA, DMS
Investment Representative

Tel:     780-945-5235
Email:
owen.lee@nbpcd.com

Owen possesses over 9 years of wealth management industry experience, with a strong passion for capital markets. Adding great value to our team, Owen provides in-depth equity research and portfolio risk management techniques to help navigate today's challenging market dynamics.

Owen is a Bachelor of Commerce graduate from the University of Alberta and majored in Finance. Owen holds several well-recognized professional credentials including the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Derivatives Market Specialist (DMS) designations. Owen is fluent in English, Cantonese and Mandarin.


 

Yvonne Cheng, BA
Sales Assistant

Tel:     780-945-5250
Email: yvonne.cheng@nbpcd.com

 
Yvonne graduated with a double major in Economics and Chinese Language and Literature in University of Alberta, as well she obtained a Certificate in Translation Studies in Chinese. Yvonne has over 6 years of experience in client services, where she developed excellent communication and client service skills. She has a high language proficiency in English, Cantonese and Mandarin.

Our Partners

 

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


Shawna has been in the Estate and Trust Industry since 2001, and she has administered over 120 Estate, Trust, Power of Attorney and charitable foundation accounts during her career. Through her experience as a corporate Executor and Trustee she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation.  

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).  
 



Rose Palma, CFP®, CIM
Director, Wealth Planning


Rose has over 20 years of experience in financial services industry, and she joined BMO in 2010 as a Wealth Management Consultant, where she worked with advisors and clients in developing sound wealth plans. Rose is part of a dedicated team of highly disciplined Tax, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists.

Rose holds a Honours Bachelor of Accountancy and several well recognised designation including  CERTIFIED FINANCIAL PLANNER ® Professional Certified Public Accountant (CPA) and Chartered Investment Manager (CIM). 

 


Jeremy Orser, MBA, CHS, CFP®, CLU
Estate and Insurance Advisor  

Jeremy works with Investment Advisors to help develop and implement wealth plans for these families to protect their long term capital. This planning process involves the investment advisor, potentially the client's accountants and lawyers as well as our specialized team of planning experts. Our team then helps direct the client to implement this plan in manageable steps.

In 2001 Jeremy was in a tragic car accident on my way home from work as a field biologist. This drastically changed his life and further instilled a need to give back to the community at large. Jeremy entered the insurance field as a financial advisor in 2005 after completing his MBA. This career provided the fulfillment I had sought as Jeremy was able to help clients protect their families, understand their financial realities and plan for a better future.



Dennis Beishuizen, BComm
Senior Relationship Manager, Business Banking


Dennis joined BMO Bank of Montreal’s Business Banking team in 1999.  He has held several positions at BMO including: Credit Analyst, Small Business Banker, Mid-Market Banker, Senior Manager of the business banking underwriting team and Account Manager restructuring.  In his current role as Senior Relationship Manager, he works directly with a diverse array of clients in the private, not-for-profit and public sector helping them achieve their business and financial goals.  Dennis is our key point of contact for all business banking and cash management services offered by BMO Bank of Montreal.  Dennis is bilingual in both English and French.