Sarine Mustapha

About Sarine

Sarine Mustapha is a Senior Investment Advisor & Portfolio Manager with BMO Nesbitt Burns and has managed financial assets for her clients for over 20 years. She works with institutions, trusts, corporate entities, and individuals with complex financial needs to grow, preserve, and transition wealth. She provides expertise in investment management, tax & estate planning, liquidity & lending needs, insurance solutions, and philanthropy.

Sarine is insurance and derivatives licensed, which further adds to the range of tools she has to help clients meet their financial goals. Born and raised in Calgary, Sarine strongly believes in giving back to her community. She currently serves on the board of directors of The Libin Cardiovascular Institute of Alberta as well as the Foundation board of Hull Services. She has also served on the Management Advisory Council at the Haskayne School of Business at the University of Calgary and in an advisory capacity for a sub-committee for Finance and Accounting specialties.

I have over 20 years of combined investment experience. Prior to BMO Nesbitt Burns, I was a Portfolio Manager in Private Investment Counsel with a leading Canadian bank. I was responsible for managing private client, estate, trust and corporate assets. I was also a member of the Portfolio Manager Advisory Board which provided governance and input on investment products.

I have a deep understanding of the complexities around wealth and the strategies needed to steward wealth. I am an Honours graduate of the Bachelor of Commerce program from UBC. I am a CFA Charter holder, Chartered Financial Analyst, as well as a Fellow of the Canadian Securities Institute (FCSI). I volunteer with Junior Achievement as an in class speaker and enjoy spending time camping and traveling with my family.