Jenna Moeller Carvalho
Founder & Principal @Guardian Estate Company
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WORK HISTORY
Founder & Principal @Guardian Estate Company
Calgary, AB, CA
EDUCATION
Queen's University
Master of Business Administration (MBA)
University of Calgary
Bachelor of Commerce (BComm), Risk Management Insurance and Finance
SKILLS
ABOUT JENNA MOELLER CARVALHO
An experienced estate professional with a mission to provide relevant education, resources, and tools to successful Canadian families. Before founding Guardian Estate Company, I spent over a decade with BMO Private Wealth providing premier estate planning and administration services. I have personally managed over 100 estates of varying complexities, as well as acted as trustee for dozens of trusts, foundations, and power of attorney appointments. I have a Master’s of Business Administration (MBA) from Queen’s University, and hold the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations. I love what I do.
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