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Megan Sutherland
BA, CIMĀ®, FCSI

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P 1G1

Languages

    English

My Background

When it comes to making decisions about your wealth, you need people on your side that you can trust. Your wealth is not only intricate, but also dynamic. We understand that your goals are going to change over time, and that choices made today affect the future. This is a responsibility we take seriously and are enthusiastic to navigate with you, side-by-side. 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. Offering the following services: Financial planning, Investment planning, Wealth advisory, Retirement planning, Business planning and succession, Estate and insurance services, Tax planning and minimization strategies, and Charitable giving.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.