Robert S. Yee, PFP, FCSI, B.Comm.
Senior Investment Advisor And Financial Planner
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.
Investment Associate and Financial Planner
Kevin joined the team as an Investment Associate 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 is also life insurance licensed.
Kevin is married to Megan and they are expecting their first child this fall. He is an accomplished triathlete and world traveller; Kevin has visited 33 countries and has completed two Ironman triathlons as well as numerous other endurance events.
Petra S. Kelly
Petra has been in the investment industry for over 20 years. Her passion for relationship focused client service shows in her friendly and helpful demeanor as well as in her detailed and organized work style. Petra’s expertise and experience is highly beneficial in assisting clients with the execution of their portfolio strategies and attaining their financial goals.
Laura has been in the investment industry for over 17 years, providing organized and effective account maintenance that caters to the personal needs and preferences of each client. Laura's client centric approach and positive perspective adds a warm and personally engaging element to the team.c
Client Service Associate
Tania has been in the investment industry for over 5 years. She’s dedicated to delivering great service and building meaningful connections. When she’s not at work she’s either running or skiing and she loves spending time with her dog; Mila.