Marcus Etchegary
Jim Gandhi
Colin McMichael-Bilodeau
Audrey Cheung
Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map
Meet Our Team
In 2010 Marcus was recognized by the Calgary Police Service with the Chief’s Award for Outstanding Citizen which only reinforces his high ethical standing and commitment to excellence. One conversation with Marcus and you’ll quickly see that his energetic, result-driven approach is one that is truly unique in the monotonous world of undifferentiated financial services. Marcus is a devoted husband and father. When he is not at the office, he enjoys playing hockey, being active and occasionally playing a song or two on his guitar. |
As an Investment Representative, Jim will be helping locate opportunities for clients through market research, asset allocation, and portfolio composition as well as the creation/evaluation of wealth plans consistent with our client’s short and long term objectives. |
.jpg)
|
 Brett counsels high net worth families,executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to her BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach,Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family. |
|
.jpg) Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse's Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. Stéphane is a Chartered Financial Analyst and holds an MBA from McGill University. |
 Luigi brings over 10 years of experience in the investment industry as an Equity Research Associate at BMO Capital Markets, focusing on a variety of Canadian sectors and stocks. Part of that time was also spent as an Investment Banking Associate covering the technology, media and telecommunication sectors. Prior to joining BMO Capital Markets in 2003, Luigi spent four years developing innovative semiconductor solutions at Cogency Semiconductor and Gennum Corporation. In his current role as an Equity Specialist, Luigi provides investment advice and commentary, working with Investment Advisors to develop customized portfolios for retail clients. Luigi is a CFA charterholder and holds an MBA and MASc from the University of Toronto. |
 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 2011, Richard assumed the role of Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee. Richard has been actively managing fixed income portfolios for more than 10 years. He is a CFA Charterholder and a registered portfolio manager. |
