Megan Sutherland, BA, CIM, FCSI
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
Certified Divorce Financial Analyst (CDFA)
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
Associate Investment Advisor
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.