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Robert Yee
Kevin Langman
Petra S. Kelly
Laura Munoz
Mandy Dunn

Tel: 403-260-9345

Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1


To be the premier provider of investment advice and timely service, offering our clients quality products, the right information for confident decision-making and the commitment to superior returns on investments.

"Our three step process to provide you with financial peace of mind"


1. We will develop and implement a customized Financial Plan that is tailored to your needs and goals.

2. We provide long-term solutions to help you attain your financial goals.

3. Our expertise is managing wealth for high net worth individuals, institutions and charitable organizations.

4. We provide proactive advice.

5. We will coordinate with your accounting, legal and insurance professionals to ensure that your interests are served.

6. We provide a structured and disciplined approach that focuses on the long-term when managing your investments.

7. We offer a formalized service plan that outlines exactly what services our clients receive.

8. Solutions that are cost effective, time and tax efficient.

9. We consolidate and coordinate your Financial Assets to ensure that your long-term goals are achieved.

10. BMO Nesbitt Burns Research has been Ranked #1 in Canada for 29 consecutive years*.

11. We will communicate on a regular basis to keep you up-to-date on a variety of financial and investment planning topics, as well as timely economic and market information.

12. Online access to your accounts and BMO Nesbitt Burns’ research through our Gateway Program.

13. Access to a Preferred Plus Account: an excellent cash management that offers personalized cheques and a ATM card tool to manage your short term cash needs.

14. We strive to provide you with financial peace of mind so that you can focus on the pleasures of life.

15. We will treat you and your investments as if you are part of the family.