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Tyler Hughes Pinder
R. Tate Pinder
Heather Rogers

Tel: 403-260-9316

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Meet The Team

Tyler H. Pinder - MBA, CIM
Assoc. Portfolio Manager


Tyler joined BMO Nesbitt Burns in January of 2011. Prior, he was a partner in a Calgary based communications firm responsible for growing and managing the public relations division. Tyler has been one of fastest growing advisors in the firm and was invited to Presidents Council in his third year with BMO Nesbitt Burns. Tyler's focus is on delivering and managing an attractive investment solution with low correlation to other asset classes, active equity discretionary management with core dividend growers and guiding clients with proper fixed income selection in this interest rate environment. Tyler firmly believes that clients' interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and enhance returns. He works closely with clients in explaining investment strategies designed to generate income and/or improve portfolio returns, while keeping risk at acceptable levels.
 

Education:

Executive MBA from Haskayne School of Business
Advanced Investment Strategies
Portfolio Management Techniques
Chartered Investment Manager (CIM) designation from the Canadian Securities Institute

R. Tate Pinder -MBA, Chartered Investment Manager
Investment Advisor


Tate Brings 13 years of capital market experience to our team. Tate started his career in 2004 at Acumen Capital Partners where he ascended to the head trader role in 2008. In 2011 Tate moved to become one of the founding partners of AltaCorp Capital where he spent 5 years as Managing Director, Institutional Trading, working closely with buy side institutional money managers with stock selection and market timing, while seeking exciting investable companies with strong growth opportunities. "My previous experience is unique in that I have high level relationship on the street and understand the thought process that drives money managers' decisions. I have been on the forefront of the financial industry for 13 years and bring the 'smart money' ideas to the retail investor."
Tate has developed long-standing relationships with various financial institutions across North America and has established an international network of industry experts, entrepreneurial professionals, and financial intermediaries.

Education
B.A. Economics from University of Calgary specializing in international trade
Executive MBA from the Haskayne School of Business
Chartered Investment Manager (CIM) designation from the Canadian Securities Institute

 

Heather Rogers

Tel: 403.260.9317
Fax: 403.260.9347

Email: heather.rogers@nbpcd.com

 

Our Partner

Lottie M. Austin, CLU, TEP, CFP, M.Music, B.Ed 
Senior Vice President & Estate and Insurance Advisor

 
With more than 19 years of experience in the estate and insurance industry, Lottie’s business philosophy focuses on building trusting relationships with Investment Advisors and their clients and working collaboratively to prepare customized strategies to enhance the client's financial position. Lottie’s clients benefit from her dedication to providing excellence in wealth management and legacy planning and her commitment to developing a plan that will ensure a client’s assets and earnings will continue to benefit them throughout their lifetime, as well as enable them to provide for their heirs after their death.
 
Lottie is an accredited Chartered Life Underwriter (CLU), CERTIFIED FINANCIAL PLANNER® professional and Trust and Estate Practitioner (TEP). She is National and Calgary Chair of the Society of Trust and Estate Practitioner’s (STEP) Student Liaison Committee, as well as a member of the Conference for Advanced Life Underwriting (CALU), Advocis and the Canadian Institute of Financial Planners. An accomplished pianist, Lottie was a finalist in the 2014 Calgary Honen’s ProAm Piano Competition in November.