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Marcus Etchegary
Jim Gandhi
Audrey Cheung
Rhonda Blanch

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Meet Our Team

Marcus A. Etchegary
Investment Advisor

Tel (416) 359-6235
Marcus.Etchegary@nbpcd.com

Marcus acts as the quarterback to his client’s financial affairs by coordinating their financial planning, retail/private banking, estate planning, legal resources, tax professionals and investment management needs. He holds a degree in finance from St. Francis Xavier University in Nova Scotia, attended by way of a hockey scholarship and he prides himself on the ability to translate complexity to simplicity for his clients.

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.

Jim Gandhi
Investment Representative

Tel (416) 359-7706
Jim.Gandhi@nbpcd.com

Jim Joined BMO Nesbitt Burns after spending two years with BMO Bank of Montreal providing an extremely high level of service to our firm`s personal banking clients. Jim graduated from the Ted Rogers School of Management at Ryerson University with a Bachelor of Commerce in Finance in which he specialized in financial planning, financial securities and portfolio construction.

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.   

 

Audrey Cheung
Sales Assistant

Tel (416) 359-4158
Audrey.Cheung@nbpcd.com

 

 

Our Partners

 

Brett M Burke CFP® CIM TEP
Senior Wealth Planning Consultant at BMO Wealth Management​
BMO Nesbitt Burns


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.

 

Rhonda Blanch
Estate and Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.    

Tel (416) 359-7650
Rhonda.Blanch@nbpcd.com

Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.

Stéphan Rochon
Vice President and Managing Director
Head of Private Client Research

BMO Nesbitt Burns

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.

Sté​phane is a Chartered Financial Analyst and holds an MBA from McGill University.

Luigi Di Pede
Equity Specialist
BMO Nesbitt Burns


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 Belley
Managing Director & Fixed Income Strategist
BMO Nesbitt Burns


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.