Megan Sutherland, BA, CIM, FCSI
How I Help My Clients:
I believe that personalized investment planning is fundamental to long term wealth building.
Megan began in financial services after graduating from the University of British Columbia in 2008. Having been in the industry for over a decade, Megan has experience but also youthful enthusiasm on her side. She provides top-tier advice to high net worth families, individuals, and businesses. Outside of the office, her favourite pastime is riding her horse Ferris but also enjoys golf and cross-country skiing.
Chartered Investment Manager (CIM®)
Fellow of Canadian Securities Institute (FCSI®)
Certificate in Advanced Investment Advice
Certified Divorce Financial Analyst (CDFA)
Securities license 2010
Life insurance license BC Insurance Council 2011
Life and Accident & Sickness insurance license Alberta Insurance Council 2013
Options license 2018
Lei Hu, PFP
Associate Investment Advisor
Lei graduated from University of Calgary with a master’s degree in Economics. She Joined BMO Nesbitt Burns following 10 years of experience in the financial services industry, most recently as a Financial Advisor at another big five bank. Her industry knowledge, attention to detail and eagerness to help are key in delivering an exceptional client experience. She holds the Personal Financial Planner designation. In her past time, she enjoys hiking, downhill skiing and spending time with her husband and young son.
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.
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.
Kimiko Comeau, CFA
Director, 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 purposes 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.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.