Inderjit Matharu
Ultimate Designated Person (UDP)
INDER@BAYFIELD.CA
Mr. Matharu is the Ultimate Designated Person (UPD) of the firm Bayfield Investment Services as well as a director and partner. Mr. Matharu also serves as the director and partner of Bayfield Mortgage Professionals ltd, a full-service mortgage brokerage. Also, he serves as the treasurer and secretary on the board of Bayfield Mortgage Investment Corp.
Mr. Matharu comes from an extensive hands-on experience in the finance industry, beginning with TD bank as a teller in his university years. His experience led him to various roles, from Regional Coordinator of CIBC in the role out of Presidents Choice Financial in the retail banking industry, Branch Manager with Household Financial / HSBC Financial in the sub-prime alternative lending program and as a mortgage broker with Bayfield Mortgage Professionals. Mr. Matharu, with his university background and hands-on finance training and experience, leads the various divisions in the Bayfield Group of Companies.
Manpreet (Manu) Bansal
Chief Compliance Officer (CCO) and Dealer Representative (DR)
MANPREET@BAYFIELD.CA
Manpreet is registered as the Chief Compliance officer and Dealing Representative of the Firm and offers clients of Bayfield Investment Services Ltd. the opportunity to invest in Bayfield Mortgage Investment Corp based on client suitability.
She oversees the documentation and onboarding process for all current and potential clients. Manpreet is responsible for Bayfield Investment Services Ltd.’s compliance which includes the Firm’s policies and procedures. Manpreet comes from an accounting background and brings over 10 years of various customer service experience. Previously, Manpreet managed the investor relations department for Bayfield Mortgage Professionals, which allowed her to gain valuable and extensive experience in the Exempt Market world.
Monique Tirshman
Branch Manager (BM) , Dealer Representative (DR)
MONIQUE@BAYFIELD.CA
Monique is a Registered Dealing Representative as well as the Manager of Bayfield Investment Services (BIS.) She has over 30 years of experience in communication with investors, preparing portfolio reports and administering MICs. Prior to the required BCSC registration as an Exempt Market Dealer (EMD) in 2020, she looked after shareholder accounts, assisted new and existing shareholders with purchases and/or redemptions, coordinated dealings between clients and trustees, and prepared monthly portfolio reports for the directors.