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.
As a Chartered Investment Manager (CIM®), Sarine adds value through direct discretionary investment management and strategic asset allocation. 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.
Investment Philosophy
Our investment philosophy centers on constructing portfolios that enhance investment return while limiting volatility. We work closely with award winning teams of fundamental & technical analysts at BMO Capital Markets and BMO Nesbitt Burns to build high quality portfolios that align with our macroeconomic views.