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Megan Sutherland

Tel: 403-261-9508

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

 

Megan Sutherland, BA, CIM®, FCSI
Investment Advisor

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

Megan began her career in financial services after graduating from the University of British Columbia in 2008. After getting a firm handle on industry rules and regulations, she left her position in compliance at a private firm to pursue being an Investment Advisor. Megan spent over six years at another major bank owned firm, providing top tier client service and wealth management advice, before making the move to BMO Nesbitt Burns. She holds the Chartered Investment Manager and Fellow of Canadian Securities Institute designations. Originally from Vancouver, Megan has lived in Calgary since 2013. Outside of the office she enjoys golf, cross-country skiing and is an equestrian enthusiast.
 

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 experience in the financial services industry, most recently as a Financial Advisor at another major bank. She is well-positioned to deliver exceptional client service. She holds Personal Financial Planner designations. She enjoys hiking and downhill skiing and spending time with her family.

 

 

Our In-House Partners

 

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.