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Branch Location
Tour McGill College
1501, avenue McGill College
Suite 3000
Montréal, Québec
H3A 3M8

Team Members

Team Profile

Our Team was founded by Derek Anderson in 1968 and is one of BMO Nesbitt Burns' leading groups. With over 70 years of combined investment experience, we have advised clients through both good and bad markets.
 
Investment Team

Tim Anderson,CFA
Senior Vice-President and Portfolio Manager

Tim holds a Bachelor of Arts, with first class honours in economics, from Mount Allison University. He joined BMO Nesbitt Burns in 1993 and has been amongst the few advisors to receive the Dean Nesbitt/Charles Burns awards in recognition of his success yearly since 2002. He received his Chartered Financial Analyst (CFA)® designation in 1997 and is a portfolio manager for our managed accounts. Tim is responsible for the day-to-day operations of the group, managing individual accounts, researching investment ideas and writing the 'Quarterly Review'. He is also licensed to deal with US residents, and through BMO Nesbitt Burns Securities Ltd., services all our US clients.
 
Catherine Laurin,CFA
Vice-President and Portfolio Manager

Catherine holds a Bachelor of Commerce from HEC. She is accredited as a wealth management services specialist for high net worth clients and has received her Chartered Financial Analyst (CFA)® designation in 2004. She joined BMO Nesbitt Burns in 1997 as an investment advisor, and the team in July 2000. She is a portfolio manager for our managed accounts, and is responsible for overseeing and advising individual client accounts, researching investment ideas, developing marketing strategies and contributes to the writing of the 'Quarterly Review'. She previously hosted a daily financial review of the markets on the French radio network CKAC.Catherine sits on the Boards of la Fondation du Pensionnat Saint-Nom-de-Marie as well as the National Circus School and its Foundation.
 
Administrative Team

Laurette Bustamante
Investment Representative

Laurette joined BMO Nesbitt Burns in 1975 and has been with the team since 1985. Laurette has strong interpersonal and organizational skills. She handles all tasks relating to the day to day administration of the business. She has successfully completed the Canadian Securities Course and executes trades for our institutional accounts
 
Rhodna Nicolas
Administrative Assistant

Rhodna joined BMO Nesbitt Burns and our team in 2008. She assists Laurette and Tracey in an administrative support role on a daily basis. Rhodna is responsible for client documentation, and involved in estate settlements and special projects.
 
Tracey E. Regan
Investment Representative

Tracey joined BMO Nesbitt Burns in 1997 and began her career in the securities industry in 1987. She joined our team in 2007 after successfully completing her Canadian Securities Course. Tracey has extensive administrative experience and handles administration of client accounts on a daily basis. She is also responsible for special projects, RESP's administration, Gateway (account access over the internet), estate settlements and account transfers.
 
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