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Contact Us

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

Tel: 403-260-9345

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

Robert S. Yee, B Comm, PFP, FCSI®
Vice President, Investment Advisor and Financial Planner

Tel: (403) 260-9345
Email: robert.yee@nbpcd.com

With over 20 years of financial services experience, Robert is a professional Investment Advisor who listens to understand investor’s objectives in creating and securing wealth. Robert’s innovative, structured and disciplined approach to investing provides an effective, proven strategy to attain individual investor’s goals and objectives.
 
Robert’s academic background includes a Bachelor of Commerce degree from the University of Alberta and the Financial Management Advisor’s designation (FMA) in addition to acceptance to the Academy of Fellows of the Canadian Securities Institute (FCSI). The FCSI designation is recognized as the highest honour in the financial services industry. Robert has received many awards of achievement for teamwork and superior customer service in the financial industry. Additionally, he has successfully completed the Professional Planning Course and Wealth Management Techniques Course and in addition, is able to offer Option trading to his clients. Robert is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

 

Kevin Langman, CFP®, B Comm
Associate Investment Advisor and Financial Planner

Tel: (403) 260-9324
Email: kevin.langman@nbpcd.com
Connect with me on LinkedIn

Kevin joined the team as an Associate Investment Advisor in the fall of 2019.  Kevin was born and raised in Calgary and graduated from the University of Calgary with a Bachelors of Commerce degree.  After a number of years working the energy industry he decided to pursue his passion of helping others with their finances and started his own financial planning business.  Although he had some success running his own business Kevin ultimately decided that working with a well-established and trusted organization gave him the best chance to help as many people as possible, so he joined BMO Nesbitt Burns.  Kevin holds the CERTIFIED FINANCIAL PLANNER® Designation and also is life insurance licenced.

Kevin is married to Megan and will be soon starting a family.  He is an accomplished triathlete and world traveller; Kevin has visited 33 countries and will be completing his second Ironman this coming summer in Penticton.

 

Laura Munoz
Sales Assistant

Tel: (403) 260-9393
Email: laura.munoz@nbpcd.com





 

Amanda Dunn
Administrative Assistant

Tel: (403) 260-9306
Email: amanda.dunn@nbpcd.com






Petra S. Kelly
Associate Investment Advisor

Petra is currently on leave but is planning to rejoin the team later this year.

 




 

Our Partners:

Shawna Albornoz, TEP, MTI, EPC
Vice President, BMO Trust Company

Shawna brings over 17 years of experience in the Trust and Estate industry and has administered over 130 estates and trusts. She provides expert advice and direction to ensure our clients’ estates are administered properly and without conflict for their families and loved ones.





Sarah King, BComm (Fin), PFP
Estate & Insurance Advisor

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for a major financial services firm over the past 10 years. With over 12 years of experience in the Wealth Management industry, Sarah believes in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their specific goals. Her solutions focus on minimizing the client’s risk, protecting their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.


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

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his "hands-on" approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.



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

Lisa, a lawyer by profession , is part of the High Net Worth specialists team and she  advises high net worth clients on their complex estate planning with the aim of helping them understand the different strategies that they could use to help them preserve family relations and maximize their wealth.




Rose Palma, CFP®, CIM, TEP
Director, Wealth Planning

Rose has over 20 years of experience in the financial services industry, where she has held several progressive roles. Rose joined BMO Wealth Management in 2010 as a Wealth Management Consultant with BMO Nesbitt Burns where she worked with Advisors and their clients in developing sound wealth plans. Rose was then asked to lead a team of wealth planning professionals in Western Canada for BMO Nesbitt Burns. Prior to BMO, Rose has worked for several major investment firms where she provided high net worth clients with financial planning and investment counseling advice. Rose’s prior experience also includes working as an Accounting professional for a major international insurance brokerage firm.


Crisanta Winslow
Associate Private Banker

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of Nesbitt Burns clients.