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Megan Sutherland

Tel: 403-261-9508

Address
BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
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Our Team

Reach Your Financial Goals with Us

 

Megan Sutherland, BA, CIM®, FCSI®
Investment Advisor

Tel: 403-261-9508
Fax: 403-262-0803
megan.sutherland@nbpcd.com

How I Help My Clients:
I believe that personalized investment planning is fundamental to long term wealth building.

Megan began in financial services after graduating from the University of British Columbia in 2008. Having been in the industry for over a decade, Megan has experience but also youthful enthusiasm on her side. She provides top-tier advice to high net worth families, individuals, and businesses. Outside of the office, her favourite pastime is riding her horse Ferris but also enjoys golf and cross-country skiing.

  • Chartered Investment Manager (CIM®)
  • Fellow of Canadian Securities Institute (FCSI®)
  • Certificate in Advanced Investment Advice
  • Securities license 2010
  • Life insurance license BC Insurance Council 2011
  • Life and Accident & Sickness insurance license Alberta Insurance Council 2013
  • Options license 2018  

 

Lei Hu, PFP®
Investment Representative

Tel: 403-261-9503
Fax: 403-262-0803
lei.hu@nbpcd.com

Lei graduated from University of Calgary with a master’s degree in Economics. She Joined BMO Nesbitt Burns following 10 years of experience in the financial services industry, most recently as a Financial Advisor at another big five bank. Her industry knowledge, attention to detail and eagerness to help are key in delivering an exceptional client experience. She holds the Personal Financial Planner designation. In her past time, she enjoys hiking, downhill skiing and spending time with her husband and young son.
 

 

  

Anadi Mehta, CPA, CA, TEP
Director, Tax Planning

Anadi advises high net worth business owners and families on specialized tax and estate solutions aimed at maximizing their wealth, as part of our integrated wealth planning team.  Drawing on years of tax and estate planning experience, our clients benefit from the depth of informed insight and the ability to distill complex concepts into actionable strategies.  Specializing in Canadian corporations and entrepreneurs, Anadi offers guidance on tax structuring, estate planning, business succession and tax-efficient wealth transfer.  Anadi helps our team create tailored tax planning solutions for our diverse group of clients.

 

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

Lisa advises high net worth clients on their complete 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.


 

Kimiko Comeau, CFA, FEA
Vice President, 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 and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purpose of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
 

   


Learn More

Contact Megan Sutherland today to learn how she can help you achieve your financial goals.
 

Megan Sutherland, BA, CIM®, FCSI®
Investment Advisor

Tel: 403-261-9508
Fax: 403-262-0803
megan.sutherland@nbpcd.com

There are many benefits to working with Megan. female investment advisor, calgary investment advisor, calgary female money manager, female stock broker, female calgary investment advisor, female money manager, female investment manager calgary