Megan Sutherland Investment Advisor, Calgary Wealth Manager
We’re committed to provide an optimal client experience
When it comes to making decisions about your wealth, you need people on your side that you can trust. Your wealth is not only intricate, but also dynamic. We understand that your goals are going to change over time, and that choices made today affect the future. This is a responsibility we take seriously and are enthusiastic to navigate with you, side-by-side.
Our team has the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management:
- Financial planning
- Investment planning
- Wealth advisory
- Retirement planning
- Business planning and succession
- Estate and insurance services
- Tax planning and minimization strategies
- Charitable giving
Backed by a 200-year legacy of trust, insight and thought leadership.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory. Being founded in 1817, the Bank of Montreal has a legacy of innovation and progressive focus. This drives an inclusive culture where gender neutrality, diversity of ethnic and socioeconomic backgrounds are celebrated.