Andrew Stewart

Senior Investment Counsellor & Portfolio Manager

Tel: 780-408-0518
Tel: 780-408-0525

Address

BMO Private Wealth
10175 – 101 St. NW
20th Floor
Edmonton, AB
T5J 0H3
Map

Contact Me

Our Partner

Our Partners

Wealth Planning

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.

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 

Private Banking

 

Ken Fetherstonhaugh, MBA
Vice President and Senior Private Banker

Ken joined BMO in 2008 with our Corporate Finance team, and most recently led the Private Banking team for the Prairies region for 5 years, prior to taking on his current role in Edmonton in 2019. Ken services a select group of successful Canadian families in guiding them towards their financial goals through customized banking solutions. Building on the experience of a 20+ year career in financial services, he brings the right partners from across BMO to the table in support of the full financial well-being of his clients. With a strong lending background, Ken offers unique expertise in structuring complex lending structures that solve for a client’s specific needs. Ken’s primary focus is on high net worth and ultra-high net worth business owners and their families.

Christine Miller 
Senior Private Banker 

As a Private Banker at BMO Private Wealth, Christine advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
Christine joined BMO Private Wealth in 2019 and I have over 20 years of banking and borrowing experience. She graduated from Lakeland College with honors attaining a diploma in Financial Planning & Accounting. She has completed the PFP and Advanced Retirement Management Strategies through the Canadian Securities Institute.
 

Bryan Bachman, B.Comm
Senior Private Banker

Bryan Bachman began his career with BMO Bank of Montreal in 2004 working in various retail positions throughout the Edmonton Metro area. Prior to joining the Private Bank, Bryan was working within the BMO Commercial Banking division for several years in numerous positions including a health care lending specialist. In this role, he was actively involved in providing tailored and customized financing and cash management solutions through-out Northern Alberta for acquisitions and new startups.

Cory Harsch, CPA-CMA, MBA
Senior Private Banker

Bryan Bachman began Cory is a Lead Relationship Manager and Senior
Private Banker with BMO Private Wealth in Edmonton. Cory manages a portfolio of high net worth and affluent individuals, professionals, and entrepreneurs. 

Cory has 25 years of experience in Financial Services. He has held various roles at BMO and has enjoyed spending his entire career within
the Edmonton Area. He joined BMO Private Wealth in November 2019, after successfully leading the Edmonton Business Banking team for the previous 6 years, as Vice President.

Business Advisory & Succession Planning

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.

Philanthropy

Lydia Potocnik, LL.B, TEP
Vice President, Philanthropic Advisory Services

Lydia assists affluent clients in building a philanthropic legacy by taking a strategic approach. She guides families through the unique opportunities and strategies that exist to create a legacy that is meaningful and lasting. Her estate planning and trust administration background allow her to also ensure that clients’ philanthropic goals are part of their larger wealth and estate plan. Having worked with both clients and beneficiaries of estates, Lydia’s approach to planning takes into consideration unique family dynamics and conflict resolution.

Lydia joined BMO Wealth Planning in 2011 as a Will & Estate Planning Consultant working with clients on all aspects of their estate and trust planning. She then assumed a leadership role with BMO Trust Company where she was responsible for overseeing all aspects of the estate and trust administration business in Ontario. Prior to joining BMO, Lydia led a very successful philanthropy program at a major hospital foundation where she advised donors on how to build a lasting philanthropic legacy. She has contributed to numerous publications and media appearances related to her work.

Estate & Trust

 

Ching Du, BSC, CFP
Associate Director and Sr. Trust Officer

As a Trust Officer at BMO Private Wealth, Ching specializes in the efficient and effective transfer of wealth through estate and trust administration, power of attorney services, and financial concierge programs. Ching has worked in the financial industry for 25 years, and has over 15 years of experience in Wealth and Estate planning. Ching manages estates with various complexities and is well equipped to recognize and plan against potential issues in estate administration.

Insurance Planning & Advisory

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.

Indigenous Trust Services

Jamie Catterall, BSC, CFP
Director, Indigenous Trust Services

As Director of Indigenous Trust Services for Western Canada, Jamie is a collaborative team member and a creative thinker. He has a passion for building relationships with Indigenous communities and for providing superior customer service. His network extends into municipal, provincial and federal governments, professional Indigenous associations and professional resources. 

Since joining BMO in 1988, Jamie has held many positions of increasing responsibility across various roles and lines of business. The majority of his career has been in Commercial Banking and Corporate Finance. Jamie first became engaged in the Indigenous market in 2003 while on Vancouver Island.