525 8th Avenue SW
Sarine Mustapha, B.Comm, CIM
Senior Vice President, Portfolio Manager
Toll Free: 1-800-665-7157
Upon graduating from the University of Calgary with a Bachelor of Commerce degree (Finance), Sarine immediately entered the investment industry where she developed an expertise in wealth management, asset allocation, and tax and estate planning. Currently, she is Senior Vice President and Portfolio Manager with BMO Nesbitt Burns. She is a Chartered Investment Manager, a designation which allows her to manage client portfolios on a discretionary basis.
Committed to building sound relationships and providing trusted advice, Sarine takes the time to thoroughly understand the needs and objectives of each client, allowing her to implement a wide range of customized portfolios. Her clients include high net worth individuals, business owners, professionals, retirees, family trusts, foundations, and institutions. She has managed financial assets for her clients for 18 years.
Sarine is a strong ambassador for the University of Calgary as witnessed by her membership in the Haskayne Founders Circle as well as her seat on the Management Advisory Council at the Haskayne School of Business. Sarine is committed to mentoring young post-secondary individuals as they build the foundation for their financial well-being.
Born and raised in Calgary, Sarine strongly believes in giving back to her community. She is currently on the Board of Directors and on the Governance Committee for Hull Services, a Calgary foundation aimed at supporting children who experience mental health, behavioral and developmental challenges. She also serves on the Portfolio Advisory Committee at the United Way of Calgary and on the Alberta Children’s Hospital Fund Development Committee.
Sarine is a member of the Institute of Corporate Directors and obtained her ICD.D designation in 2015.