Isabel Dusmann
Associate at BMO Nesbitt Burns- Claim this Profile
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English Native or bilingual proficiency
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Mandarin Professional working proficiency
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Bio
Credentials
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Registered Representative
IIROC (Investment Industry Regulatory Organization of Canada)Jan, 2013- Sep, 2024
Experience
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BMO Nesbitt Burns
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Canada
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Investment Management
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700 & Above Employee
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Associate
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Aug 2017 - Present
Private Investment and Wealth Management for High Net Worth individuals and families. Responsible for client meetings, portfolio monitoring, trading, securities administration, and liaising with client tax and legal professionals. Private Investment and Wealth Management for High Net Worth individuals and families. Responsible for client meetings, portfolio monitoring, trading, securities administration, and liaising with client tax and legal professionals.
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RBC Dominion Securities
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Canada
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Investment Management
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700 & Above Employee
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Associate
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Dec 2011 - Aug 2017
Private Investment and Wealth Management for High Net Worth individuals and families. Responsible for portfolio monitoring, trading, and liaising with tax and legal professionals. Private Investment and Wealth Management for High Net Worth individuals and families. Responsible for portfolio monitoring, trading, and liaising with tax and legal professionals.
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BDC
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Financial Services
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Venture Capital Operations
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Sep 2009 - Oct 2011
Modelling, research and operational support to the Vancouver investment team with specializations in IT, Clean Energy, and Healthcare start-up companies. Modelling, research and operational support to the Vancouver investment team with specializations in IT, Clean Energy, and Healthcare start-up companies.
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Education
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2005 - 2010
UBC Sauder School of Business
Bachelor of Commerce - BCom, Finance -
Canadian Securities Institute
Continuing Education, Investment & Wealth Management
Community
