Sarine Mustapha

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Contact Us

Meet Our Team

Sarine Mustapha
Senior Vice President, Portfolio Manager

Tel: 403-750-0853
Fax: 403-266-0059
Toll Free: 1-800-665-7157
Email: sarine.mustapha@nbpcd.com
 

 

Andrew Reimer
Sales Associate

Tel: 403-750-0855  
Fax: 403-266-0059  
Toll Free: 1-800-665-7157  
Email: andrew.reimer@nbpcd.com

 
 

Kimberly Simpson  
Sales Associate

 

Our Partners

Stephane Rochon 
Vice President and Managing Director, Head of Private Client Research

Stephane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stephane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the head of Private Client Research, Stephane is also responsible for the overall direction and oversight of the team's publications.
 

Richard Belley
Vice President and Managing Director, Fixed Income Specialist

Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 21 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.

In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He is a CFA Charterholder and a registered portfolio manager.

Since 2011, Richard is the Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee.

 

Bernice Wong
Direct, Wealth and Tax Planning, BMO Wealth Planning

Bernice leads a collaborative team of professionals and works closely with advisors across BMO to support high and ultra-high net worth clients in achieving their goals. With extensive knowledge in advanced tax, business succession and estate planning, including cross border estate planning, Bernice develops customized wealth and tax planning solutions to meet the unique and complex needs of affluent individuals and families.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

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.