Investment Advisor
Current
Mar 2018 - Present
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Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma Email & Phone Number
Investment Advisor at BMO Nesbitt Burns
at
BMO Nesbitt Burns
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor at BMO Nesbitt Burns
Location
Greater Toronto Area, Canada, Canada
Who is Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma? Overview
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Quick answer
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma is listed as Investment Advisor at BMO Nesbitt Burns at BMO Nesbitt Burns, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma.
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma previously worked as Investment Advisor at Bmo Nesbitt Burns and Investment Associate at Bmo Nesbitt Burns. Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma holds Diploma Certificate, Business Marketing And Analysis from George Brown College.
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Email format at BMO Nesbitt Burns
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BMO Nesbitt Burns
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Profile bio
About Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma
These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by the BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada http://www.bmo.com/nesbittburns/popups/about-us/disclaimers
Current workplace
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma's current company
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5 roles
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma work experience
A career timeline built from the work history available for this profile.
Investment Associate
Dec 2017 - Mar 2018
Financial Planner
Financial Planning, Retirement planning, Investment Management, Portfolio Management, Sales and Marketing
Feb 2011 - Dec 2017
Investment Representative (Lic.)
- Enable senior Investment Advisor (IA) to focus on new business by helping maintain many client (new & existing) relationships and contribute to the growth of client book within a team structure.
- Provide marketing, research and financial planning support to senior IA.
- Build strong rapport with existing and new clients.
- Provide trading support: order entry of mutual funds, fixed income, equities and confirmation of trades/settlements.
- Responsible for a full range of administrative activities including telephone coverage, filing, correspondence, updating portfolio information.
Sep 2006 - Feb 2011
Administrative Assistant
- Administration of client accounts: general client inquiries, account status, cheque requests, margin/cash calls, registrations/dividend claims.
- Responsible for a full range of administrative activities including telephone coverage, filing, correspondence, updating portfolio information.
- Dealt with branch compliance in response to verifying the documentation for new accounts and also worked as a LEVEL III user for the branch.
- Sales & Marketing through cold calling, mass mailing campaign & referrals.
- Day-to-day communication activities such as news, events and Fountain of Hope support.
Apr 2005 - Aug 2006
4 education records
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma education
Diploma Certificate, Business Marketing And Analysis
George Brown College
Master Of Science (M.Sc.)
Gujarat Agricultural University
Bachelor Of Science (B.Sc.), Agriculture, General
Gujarat Agricultural University
Education record
Passed 2018 Cfa Level Iii
FAQ
Frequently asked questions about Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma
Quick answers generated from the profile data available on this page.
What company does Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma work for?
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma works for BMO Nesbitt Burns.
What is Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma's role at BMO Nesbitt Burns?
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma is listed as Investment Advisor at BMO Nesbitt Burns at BMO Nesbitt Burns.
Where is Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma based?
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma is based in Greater Toronto Area, Canada, Canada while working with BMO Nesbitt Burns.
What companies has Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma worked for?
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma has worked for Bmo Nesbitt Burns and Bmo Financial Group.
How can I contact Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma?
You can use AeroLeads to view verified contact signals for Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma at BMO Nesbitt Burns, including work email, phone, and LinkedIn data when available.
What schools did Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma attend?
Bharat Patel, M. Sc., Cfa, Cfp, Cim®, Fma holds Diploma Certificate, Business Marketing And Analysis from George Brown College.
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