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Mehrdad Mafinezam

Investment Advisor

Tel: 416-365-6070

Mehrdad Mafinezam

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
Map

Contact Me

Education:
M.A. (Economics), San Francisco State University, San Francisco, USA
Bachelor of Commerce, University of British Columbia, Vancouver, Canada

Specialties:
Fixed Income Investments, Cash Management, Currency and Interest Rate Risk Management, Structured Products, High Yield Strategies, Dividend Paying Equities, ETFs, Bond Funds, Tax Planning

Investment Focus

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



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