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.

Tania Ochoa

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.

Our Partners:

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Shawna Albornoz, MTI, TEP

Vice President, Trust Services, BMO Trust Company

Shawna Albornoz is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 130 Estate, Trust, Power of Attorney, and charitable foundation accounts during her career.
 
Through her experience as a corporate Executor and Trustee for high net worth clients, she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities. Shawna holds her MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations and is a member of the Calgary Estate Planning Council (EPC).

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Sarah King, B.Comm. (Fin), PFP

Senior Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet 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.

An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.

 

 

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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.

Anadi is an experienced Chartered Accountant (CPA, CA) and member of the Society of Trust and Estate Practitioners (TEP). He brings an extensive experience of working with collaborative teams of experienced professionals, providing advice to high net worth families, private companies and their owners. Prior to joining BMO, Anadi was employed in a similiar role at another financial institution, where he partnered with a multi-disciplinary team to develop holisitc and integrated wealth management strategies incorporating the unique and complex needs of high net worth clients, and offered recommendations to optimize and grow clients' wealth. His previous work experience includes several years at Deloitte LLP, where he focused on private companies, sole proprieters, and high net worth individuals with complex tax situations including international and cross-border taxation; and a boutique Calgary CA firm of financial professionals, providing business and financial advice to small and medium-sized private companies.

Anadi's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

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Lisa Kayaga, LL.B, LL.M, TEP

Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex 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.

Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.

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Crisanta Winslow

Associate Private Banker, BMO Private Banking

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO 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 BMO Nesbitt Burns clients.

Our Top-Ranked Research Partners:

Brian Belski - Chief Investment Strategist
Douglas Porter - Chief Economist
Stephane Rochon, CFA - Vice President, Managing Director & Head of Private Client Research
Richard Belley, CFA -  Vice President, Managing Director & Fixed Income Strategiest
Russ Visch, CMT - Vice President, Technical Analyst
George Trapkov, CFA - Vice President, Private Client Research
Luigi Di Pede, CFA - Vice President, Equities Specialist
Vince Sansalone, CFA - Preferred Share Specialist