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Client Service

You expect a high level of service from a prime brokerage. At BMO Capital Markets, we aim to surpass that expectation. Our team of client service professionals brings years of experience in operations, derivatives, settlements and technology to every transaction, helping us ensure that all your specific needs are being met. And with the backing of BMO Financial Groups’ Operations team, we are fully equipped to manage your administrative needs, from corporate actions to disbursements.

Individual attention

A dedicated associate assigned to handle all your needs
One point of contact representing various areas of operations
Service that gives you more time to focus on managing money

Operational support

700 operations personnel in Toronto, New York, Chicago, New Jersey providing support
Able to process over a million trades monthly, for approximately 900,000 clients
Proprietary automated securities management system for settlement and segregation of securities

Privacy

Deep commitment to confidentiality
Chinese walls to safeguard information
Client services and trading operations located on different floors

Main Contacts

Prime Brokerage Services:

Andrew Papierz
(416) 359-4999

Business Development:

Lino Morra
(416) 359-4717

Kimberley Jansen
(416) 359-7013

Capital Introduction:

Katrina Rempel
(416) 359-7524

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