First Canadian Place
100 King St. W, 38th Floor
M.A. (Economics), San Francisco State University, San Francisco, USA
Bachelor of Commerce, University of British Columbia, Vancouver, Canada
Fixed Income Investments, Cash Management, Currency and Interest Rate Risk Management, Structured Products, High Yield Strategies, Dividend Paying Equities, ETFs, Bond Funds, Tax Planning
I specialize in providing investors such as Corporate, Institutional, and Governmental clients with optimal investment strategies.
My clients range from banks and insurance companies to crown corporations, mining and energy companies, and asset management companies.
Due to our wholesale pricing, we offer very competitive rates on various guaranteed products.
BMO Nesbitt Burns offers a wide array of products and services, coupled with timely advice, to provide an unparalleled service for our clients.
For income oriented investors, we offer investments with excellent regular income.
Our Products and Services
Money Market and Short-Term Investments
GICs, Bankers' Acceptance, Investment Saving Accounts, T-Bills, Commercial Paper, Deposit Notes, ABS, Money Market Mutual Funds
Fixed Income Products and Interest Rate Risk Management
Government and Corporate Bonds, Foreign Currency Bonds, GICs, Bond Laddering, Step-up Notes, Yield curve analysis and maturity adjustments
USD-CAD Currency Management Solutions
Dual Currency Notes, High interest USD Investment Saving Accounts, USD Commercial Paper, USD-CAD exchange rate analysis and risk management, Institutional rates on FX transactions
Cash Flow Forecasting and Funds Drawdown Analysis
Proactive solutions in managing your funds depending on drawdown and liquidity needs and simplifying cash flow forecasting
Other Investment Options
Structured Products, PPNs, Bond Funds, ETFs, and Hedge Funds offered by BMO Financial Group and other financial institutions
Maximizing Potential for Investment Policy Mandate
Investment Policy Statement analysis and adjustments
Online Access to Account and Banking Services
Web access to balances and statements through BMO Nesbitt Burns Gateway. Seamlessly facilitating fund transfers to and from bank accounts, cheque and wire services