Our Business Partners
In addition to the immediate members of our team,
we draw from the expertise of specialists throughout BMO Nesbitt Burns
and BMO Financial Group. This enables us to provide tailored solutions
that truly encompass all of your financial affairs as we help to make
your goals a reality.
Vice-President, Managing Director and Fixed Income Strategist
has been involved with Fixed Income and Interest Rate Derivative
markets for over 19 years, including seven years in direct sales and
trading. Early in his career, Richard worked as an interest rate Futures
and Options institutional representative for BMO Nesbitt Burns Inc. and
an international bank advising national and international clients. This
was followed by a three-year period as a provincial and municipal
trader for the Private Client Division of BMO Nesbitt Burns Inc.
2001, Richard joined the newly created Portfolio Services Group within
the Private Client Division to provide a low-cost alternative for the
management of fixed income portfolios for high net worth individuals and
Richard has been actively managing fixed
income portfolios for more than 10 years. He has been a CFA
Charterholder since 1999 and is a registered portfolio manager.
IT WOULD BE OUR PLEASURE TO FURTHER EXPLAIN
OUR PERSONAL APPROACH IN A PRIVATE CONSULTATION
« Strategies tailored to your needs. »