Iqbal Tejpar, CPA, CA, CFA

Senior Portfolio Manager

For over twenty years, Iqbal has been providing professional, private Portfolio Management to individuals, corporations, trusts, estates, foundations and endowments.


Upon earning his Bachelor of Science degree in Scotland, he trained to become a member of the Institute of Chartered Accountants of Scotland in 1987. Since 1991, Iqbal has also been a member of the Institute of Chartered Accountants of British Columbia (ICABC), and in 1998, received the Chartered Financial Analyst (CFA) designation.


Prior to joining BMO Nesbitt Burns, Iqbal was a Managing Director for a large investment counselling firm, where he was responsible for oversight of more than $1.5 Billion in client assets. He gained experience providing tax and financial planning advice to executives and higher-net-worth individuals in his earlier role as a senior manager with KPMG in Vancouver.


Iqbal has authored and presented courses on financial planning and wealth management for the ICABC. He has volunteered with CFA Institute, including as a member of the Board of Directors of CFA Vancouver, and as a member of CFA Institute's Disciplinary Review Committee ('DRC') from 2006 to 2012. Iqbal's commitment to ethics in the profession earned him a term as Deputy Chair of the DRC. Iqbal and his family live in North Vancouver, British Columbia, where he has served as Director and Treasurer of The Gordon and Marion Smith Foundation for Young Artists and for several years also served on the Board of Directors of The Capilano College Foundation.


In an article published by the Institute of Chartered Accountants of Scotland (ICAS), Iqbal shares some insights into what attracted him to wealth management, and talks about his ongoing connection with ICAS (click here for the full article).

Rene Dinter, CIM

Business Development

Rene brings to Private Wealth over 15 years of institutional investment expertise. His vast knowledge of capital markets and focus on positive client experiences, allows the team to provide exceptional service to discerning high net worth clients. Rene adds to the team’s investment process by assisting the team with portfolio construction, risk mitigation and tax management. His experience includes incorporating commodities, currencies, futures and options into portfolios. He has worked with structured notes, closed-end funds, alternative investments and exchange traded funds (ETFs).

Rene graduated from York University with an interdisciplinary degree combining Economics and Psychology. He still enjoys reading about the impact of business on society and the relationships between business, social structures and government. At York, he earned a Certificate in Business Fundamentals at the Schulich School of Business. Rene holds the Chartered Investment Manager (CIM®) and Derivatives Market Specialist (DMS) designations from the Canadian Securities Institute. He has been featured as a speaker/moderator at industry conferences and investment seminars.

Rene lives in West Vancouver with his wife and two daughters. His hobbies include skiing, golfing, running and paddling. In his spare time, he also enjoys landscaping and woodworking.

Naqib Azad, BBA, CIM®

Investment Associate

Naqib joined BMO Nesbitt Burns after graduating from Simon Fraser University in 2015 with a Bachelor of Business Administration. Naqib also holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. Naqib ensures that clients receive excellent service, manages the team’s operations, and creates financial plans for clients. Naqib brings technical analysis input to the team’s portfolio management process and manages trade execution.

Growing up in Kenya’s great Rift Valley, Naqib was an avid field hockey player. In university Naqib was very involved in student clubs and case competitions, especially Social Innovation. He was recognized for this work by being invited to be the graduand speaker at his SFU convocation ceremony. While at SFU he was a licensed Personal Trainer. Naqib has also obtained his Chartered Investment Management (CIM) Designation.

Outside of work, Naqib enjoys an active lifestyle and spends time in the gym and is a keen jet-ski rider and is also involved in the Ismaili community.


RT Wealth Management advisors are part of a collaborative team of wealth service professionals from across the BMO Financial Group. This team includes private banking professionals, estate, tax, trust, corporate finance, insurance advisors and financial planners. Whatever your personal wealth management objectives may be, the depth of our expertise ensures that we are able to present you with relevant and fully customized solutions.

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Bardia Pourmalek

Private Banker

Bardia has over 12 years of banking experience in sales and leadership in both retail banking and
Private Wealth. He has in depth understanding about investments and financings, both for
individuals and for businesses.

Bardia has a bachelor’s degree in Business Management and he is currently pursuing his PMP
designation.

At BMO Private Wealth, wealth planning is at the core of everything we do. To gain a deep
understanding of our client’s wealth picture, Bardia asks thoughtful questions and works with his
clients to develop comprehensive and flexible wealth plans for their particular situations. Bardia
will bring a team of Private Wealth professionals together to offer fully integrated wealth
solutions (banking, lending, investment management, trust, estate and business succession
planning needs) to help clients achieve their personal wealth goals.

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Sue Noorloos

Director, Estate Planning, BMO Private Wealth

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises 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.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.

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Phil Haines, CPA, CA

Director, Tax Planning, BMO Wealth Planning

Phil assists high net worth individuals and families in structuring their personal and corporate affairs in a tax-efficient manner. Leveraging more than a decade of experience in the tax and assurance advisory space for private companies and their owners, Phil knows that his clients care about the “big picture” and how taxation factors into that from a practical perspective. His areas of expertise include owner-manager compensation, corporate reorganizations & divestitures, business succession, estate planning, charitable giving, and other related tax planning matters.  

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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 & 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 & business planning expertise to BMO Wealth Management.

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Lisa J. Finden

Associate Director, Trust Services, BMO Private Banking

As an Associate Director, Trust Services and a key member of the Wealth Management team, Lisa works with individuals and families to simplify their complex matters. Lisa manages Estate and Trust accounts with a specialization in enCircle Services, overseeing financial, lifestyle and well-being solutions. She is well-versed in related fields and often works in tandem with client’s own legal and accounting advisors.

 

Lisa is a six time Platinum award winner with BMO Private Banking, demonstrating her commitment to working with other members of BMO Financial Group and excellent working relationship with her clients.

 

In her personal time, Lisa enjoys outdoor activities, volunteering at her children’s schools and travelling with her family.