Senior Debt
Financial expertise, opportunities and services tailored for growth companies
BMO Bank of Montreal Corporate Finance Senior Debt group provides growth companies with a host of strategic, innovative and customized financial solutions, previously available only to large corporations. Our team of Relationship Managers operates with entrepreneurial spirit, drive and specialized knowledge to deliver an approach that looks beyond collateral and recognizes the critical value of a company's strategy, competitive position and management strength and capabilities. From a single point of contact, we coordinate the vast resources, expertise and knowledge within the BMO Financial Group to provide optimum financial solutions.
Corporate Finance Division comprises of an innovative team of highly skilled, creative professionals with a diversified range of financial expertise and experience. By establishing Corporate Finance offices throughout Canada, Bank of Montreal is able to work closely with clients to help achieve their corporate and strategic financial objectives. We start each assignment with a new page and structure solutions that are tailored to your needs. This has meant creating a whole new mindset - one unique among the major banks.
In the pursuit of funding, growth companies find that BMO has the capability to develop financial solutions that are appropriate to their needs. There are a number of reasons why Corporate Finance Division operates at a level of peak performance: each Corporate Finance Relationship Manager, the client's single point of contact, is a highly qualified professional who is empowered to act quickly and decisively, each client can access the vast resources of The Bank of Montreal Group of Companies from a single point, each client can access a variety of funding options, and each client can tap into risk management expertise.
Products and Services
Profile and characteristics of cash flow/senior debt lending.
Our Suite of products and services include:
- Senior & Subordinated Debt for Acquisition Financing
- Working Capital Financing
- Trade Finance, L/Cs, Documentary Collections, Factoring
- Capital Expenditure & Project Financing
- M&A Advisory Services
- Syndication (accessing private and public debt and equity from the syndication market)
- Treasury: FX, money market and hedging solutions.
- Cash management: single and multi-entity online cash management
- Purchasing solutions: Cards, EFT, Positive Pay
- Succession planning and private wealth management
Contact Us
How to contact our team and offices.
J.B. (Jim) Kelsey
Senior Vice President
james.kelsey@bmo.com
Jim Kelsey's career at Bank of Montreal spans 42 years, with the last 22 years as an executive officer of the Bank. After joining the Bank in Ontario, he advanced through various management positions culminating in his promotion in 1989 to Vice-President, Independent Business and Agriculture. After moving to Vancouver as the executive officer responsible for the Bank's commercial line of business in British Columbia, he returned to Ontario in 1997 to lead the newly formed Corporate Finance Division. The Division's rapid growth and success led to his promotion to his current position as Senior Vice President, Corporate Finance Division, Personal and Commercial Client Group.
Mr. Kelsey is actively involved in charitable and civic activities. Since 2003, he has been a member of the Board of Directors of the Geneva Centre as well as President of the Geneva Centre Foundation Board. The Geneva Centre's mission is to empower individuals with Autism Spectrum Disorder, and their families to fully participate within their communities.
Ian Hayes
Vice President, Structuring & Credit Risk
ian.hayes@bmo.com
Ian Hayes has national responsibility and assists the Team Leads in the various lines of business within Corporate Finance in structuring and pricing new business opportunities. Ian is a seasoned banker with over 25 years experience with Bank of Montreal in Canada and the United States. Ian has a Bachelor of Arts and a Masters of Business Administration Degree from the University of British Columbia, has completed the Canadian Securities Course and was awarded a Fellow in the Institute of Canadian Bankers.
Doug Palmer
Vice President
Atlantic & Ontario
doug.palmer@bmo.com
Doug Palmer is responsible for management of the Ontario and Atlantic clients of BMO's Corporate Finance Division. Doug brings over 20 years of extensive corporate and commercial finance experience to this role including senior debt lending, M&A advisory services, risk management & restructuring. Doug holds an MBA from Dalhousie University, and CGA and FICB (Gold Medalist) designations.
Michael Klopchic
Vice President
Ontario
michael.klopchic@bmo.com
Michael Klopchic is responsible for management of the Ontario based clients of BMO's Corporate Finance Division. Michael brings over 20 years experience with domestic and international institutions in investment banking, corporate and structured finance. Prior to rejoining the Corporate Finance Division in 2010, Michael spent the previous 6 years leading BMO's retail and commercial operations in south-western Ontario and currently sits on the board of Kitchener Waterloo Community Foundation. Fluent in four languages, Michael also holds an MBA from Dalhousie University and completed University of Toronto's Rotman School of Management Advanced Leadership Program.
Richard Côté
Vice President
Quebec
richard1.cote@bmo.com
Richard Côté is responsible managing the Quebec accounts for the Corporate Finance Division. Richard has over 33 year experience in the business financial services and has extensive involvement in the marketplace and the communities he serves. He is a past Chair of the Provincial chamber of commerce. Richard holds a Bachelor of Commerce Degree from Université Laval and an MBA from L'Université du Québec à Montréal.
Nadim Hirji
Vice President
Prairies
nadim.hirji@bmo.com
Nadim Hirji is responsible for managing the Prairies accounts for the Corporate Finance Division. Nadim brings 18 years of extensive corporate and commercial finance expertise including merchant banking, senior debt lending, real estate finance, oil & gas lending, risk management & restructuring. Nadim holds an MBA from Dalhousie University and a FICB designation (Fellow, Institute of Canadian Bankers).
Christine M. Cooper
Vice President
British Columbia
christinem.cooper@bmo.com
Christine M. Cooper is responsible for managing the British Columbia accounts for the Corporate Finance Division. Christine joined BMO in 2006 after progressing through various roles at another financial institution including leadership positions in portfolio management and commercial banking. In November 2009, she was appointed as District Vice President, New Brunswick and Prince Edward Island. Christine's career encompasses almost 20 years of experience in banking. Christine earned a BA (cum laude) in economics and business from Wheaton College (Illinois) and an MBA from Dalhousie University.
| Offices: | |
|---|---|
| Toronto Head Office | First Canadian Place 100 King Street West, 11th Floor Toronto, Ontario M5X 1A1 |
| Montreal | 105 Saint-Jacques, 3rd Floor Montreal, Quebec H2Y 1L6 |
| Calgary | First Canadian Centre 350 - 7th Avenue S.W., 9th Floor Calgary, Alberta T2P 3N9 |
| Edmonton | Edmonton Main Branch 10199 – 101 Street, 5th Floor Edmonton, Alberta T5J 3Y4 |
| Halifax | 5151 George Street, 16th Floor Halifax, Nova Scotia B3J 1M5 |
| Vancouver | First Bank Tower 595 Burrard Street, 6th Floor Vancouver, British Columbia V7X 1L7 |
