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Who We Are

about bourse

our history
our vision
our team
Credit Ratings
corporate social responsibility
view careers

OUR HISTORY

Known for its innovative solutions, Bourse Securities Limited (BSL) has been at the forefront of the local investment industry since its inception in 1995. The company offers a comprehensive suite of products and services including mutual fund management, stockbroking, fixed income investments and investment advisory.
Bourse was the first securities company to sponsor mutual funds in Trinidad and Tobago. As a pioneer, Bourse was also the first securities company to list a mutual fund, SavInvest India Asia Fund, on the Trinidad and Tobago Stock Exchange in 2005.
The company also offers repurchase agreements primarily for institutional investors and high net worth clients seeking superior fixed return short term investments.

TRADER

UNDERWRITER

DEALER

INVESTMENT ADVISOR

The company also has an excellent track record of providing specialized wealth and portfolio management services for individual and institutional clients.

OUR VISION

VISION STATEMENT

To be the preferred investment service provider to the clients we serve.

MISSION STATEMENT

We provide investment/financial products and services to meet the needs of our clients and deliver superior returns. In doing so, the aspirations of our employees for growth and development are realized, and enhanced value achieved for all our stakeholders.

CORE VALUES

Independence

Freedom from influence and special interests allow us to offer our clients honest and unbiased perspectives.

With no affiliations to any key financial institutions, banks or insurance companies, Bourse is able to make the best decisions for our investors. We scour the markets for the best available opportunities and present them directly to our clients, who subsequently reap the rewards.

Integrity

We believe in doing what is right and standing by it.

As a financial institution, we strive to be honest and disciplined in all that we do. We also expect that our employees maintain the highest ethical standards in their ongoing activities. We understand the importance of keeping our clients’ information strictly confidential and as a result, we have implemented stringent procedures and put a number of measures in place to ensure that no breaches occur.

Innovation

We relentlessly pursue new and better ways to add value to those whom we serve.

At Bourse, we consider innovation our key to success. Throughout the years, Bourse has consistently added new products and services to our financial suite. We are continuously keeping abreast of market movements and searching for the best opportunities in local, regional and international markets, which aids in making superior investment decisions for you.

Investor Education

We strive to help our clients make the best and most informed investment choices.

Our highly skilled Investment Analysts conduct research on a day-to-day basis and collaborate on ideas and advice from globally recognised financial institutions. Bourse shares this information regularly with potential and existing investors using a variety of communication channels.

OUR TEAM

BOARD OF DIRECTORS

Dr. Rampersad Motilal

Chairman
B.Sc., M.Sc., DBA

Subhas Ramkhelawan

Managing Director
B.Sc., MBA

Sarodh Ramkhelawan

Chief Investment Officer
B.SC., CFA, MBA

Imtiaz Rahaman

BSc. MSc. (Management), MSc. (Technology & Policy)

Yukmai Marsang

LLB, LEC

Donavan Mullings

ACIS, GRAD DIP ABA/STONIER

MANAGEMENT TEAM

Subhas Ramkhelawan

Managing Director
B.Sc., MBA

Sarodh Ramkhelawan

Chief Investment Officer
B.SC., CFA, MBA

Gary M. Thomas

Sales And Marketing Manager
B.SC.

Madree Seebaran

Manager, Equities
B.Sc., MBA

Aleema Mohammed

Manager Regulatory & Corporate Governance
ACCA, ACAMS

Rhonda N. Donatien

Senior Manager, Accounting and Financial Control
FCCA,LLB

Joseann Joseph Peters

Manager, Human Resources
B.S, MBA

Subhas Ramkhelawan

Managing Director
B.Sc., MBA

Sarodh Ramkhelawan

Chief Investment Officer
B.SC., CFA, MBA

Gary M. Thomas

Sales And Marketing Manager
B.SC.

Madree Seebaran

Manager, Equities
B.Sc., MBA

Aleema Mohammed

Manager Regulatory & Corporate Governance
ACCA, ACAMS

Rhonda N. Donatien

Senior Manager, Accounting and Financial Control
FCCA,LLB

Joseann Joseph Peters

Manager, Human Resources
B.S, MBA

CORPORATE SOCIAL RESPONSIBILITY

2022
2021
2020
2019
2018
2017
2022

Bourse helps One Love Trinidad spread Christmas cheer

Bourse helps One Love Trinidad spread Christmas cheer

 Bourse continues partnership with SEWA TT

 Bourse continues partnership with SEWA TT

Bourse partners with Trinidad & Tobago Cancer Society

Bourse partners with Trinidad & Tobago Cancer Society

2021

Bourse Helps ‘Pres’ Alumni Spread Christmas Cheer

Bourse Helps ‘Pres’ Alumni Spread Christmas Cheer

Bourse and SEWA TT Partnership

Bourse and SEWA TT Partnership

2020

Bourse Joins the Ministry of Education’s ‘Adopt a School’ Initiative

Bourse Joins the Ministry of Education’s ‘Adopt a School’…

2019

Our Lady of Fatima Annual Harvest & Family Day

Our Lady of Fatima Annual Harvest & Family Day

TTHF Heart & Sole 5K 2019

TTHF Heart & Sole 5K 2019

2018

Guardian Shine 5K & 10K

Guardian Shine 5K & 10K

Blood Drive & Health Fair

Blood Drive & Health Fair

2017

Bourse Performs ‘SEWA’

Bourse Performs ‘SEWA’

Bourse Assists Our Dominican Brothers And Sisters

Bourse Assists Our Dominican Brothers And Sisters

Congrats Mr. Alleyne!

Congrats Mr. Alleyne!

Doing Our Part To Spread Joy For The Holidays

Doing Our Part To Spread Joy For The Holidays

CAREERS

At Bourse, we have created a working environment that puts the emphasis on individual responsibility, opportunity for growth and performance. We know that it is our people who set us apart and spur our success year after year. We’re only able to hit our targets because they hit theirs. As supportive as we are, it’s important not to under-estimate the challenge.

Excelling at Bourse means sharing our passion for enriching the lives of our clients, living up to our exemplary standards of integrity, honesty and fair dealing, and taking ownership of your future. Do this and you’ll soon discover that our emphasis on employee growth and our scope will make this a unique career environment for driven professionals.

Kindly forward your CV to hr@boursefinancial.com

Accounting Officer

CREDIT RATINGS

In June 2022, Bourse was upgraded by the Caribbean Information and Credit Rating Services Limited (CariCRIS) to a CariA rating for first time.

Some of the critical factors supporting this improved rating are:

  • Strong financial performance with good earnings and healthy capitalization levels
  • Continued profitability and strong capitalization
  • Comfortable risk-adjusted capitalization level
  • Sound asset-liability management practices contributing to an overall strong liquidity profile
  • Sound risk management practices supporting strategic objectives

This shows Bourse’s ability to meet the recent local & international challenges faced by all of us, and reaffirms why with Bourse, you may Invest With Confidence.

view our credit ratings

  • CariCRIS Rating July 2022
  • CariCRIS Rating July 2021
  • CariCRIS Rating June 2019
  • CariCRIS Rating June 2017
  • CariCRIS Rating July 2015
  • CariCRIS Rating June 2013

Mutual Fund Prices

Investor Education

Buy & Sell Stocks

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Helping individual and institutional investors achieve their financial goals through sound investment management and brokerage advisory services.

Our Products

  • Mutual Funds
  • Bond Brokerage
  • Repurchase Agreements (REPOS)
  • Stocks and Shares
  • Wealth and Portfolio Management

Contact Us

  • (868) 2-BOURSE (226-8773)
  • (868) 665-5755
  • info@boursefinancial.com
  • 24 Mulchan Seuchan Road,Chaguanas
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Joseann Joseph Peters

MANAGER, HUMAN RESOURCES

B.S, MBA

Joseann Joseph Peters is the most recent addition to the Bourse Management Team. A Human Resources Professional with over ten (10) years of experience within the industry, both in the public and private sectors. A results focused leader with a passion for people development. Experience spanning all areas of Human Resources, including talent engagement, strategy, rewards, performance management, employee wellness and safety, and training.

Holder of a B.Sc. in Management with a concentration in HR, a Diploma in Labour Law and an MBA from the Arthur Lok Jack Graduate School of Business.

RHONDA N. DONATIEN

SENIOR MANAGER,ACCOUNTING AND FINANCIAL CONTROL FCCA,LLB

Rhonda joined Bourse in October 2021 as the Senior Manager, Accounting & Financial Control, She is responsible for and provides oversight of the accounting and financial control functions including planning and budgeting.

Rhonda has over 20 years’ experience in the financial services and insurance industry with 13 years in a leadership capacity. 

Rhonda is a fellow of the Association of Chartered Certified Accounts (ACCA) and a holder of the LLB degree from the University of London.  

Subhas Ramkhelawan

Managing Director

B.Sc., MBA

Mr. Ramkhelawan is the founder and Managing Director of Bourse Securities Limited. He has served as Director on several boards in Trinidad and Tobago as well as across the Caribbean.  

He is a former Chairman and current Director of the Trinidad and Tobago Stock Exchange Limited (TTSE).  Over the period 2007-2014 Mr. Ramkhelawan has also served in public office as an independent Senator in the Parliament of the Republic of Trinidad and Tobago and as member of the country’s Integrity Commission during 2000-2003. He holds a B.Sc. in Management at the University of the West Indies and an MBA (1983) at the University of Western Ontario, Canada.

Ingrid Lashley

Chairman

MBA, FIBTT, CA, CMA

Ingrid Lashley is the Managing Director and Chief Executive Officer of Trinidad and Tobago Mortgage Finance Company Limited.

Prior to joining TTMF, Ingrid spent eighteen years at Scotiabank in various senior positions in financial control, mortgages, private banking, trusteeships and merchant banking.  Her tenure included assignments in Toronto, Bahamas and the Cayman Islands.  As General Manager of Scotiatrust and Merchant Bank Trinidad and Tobago Limited, Ingrid introduced foreign investment products to the Bank’s customers in Trinidad and Tobago and initiated its prominence in the mortgage market.

Ms Lashley is the holder of an MBA in Accounting and Finance from McGill University in Montreal Canada and also carries the Canadian designations of Certified Management Accountant and Certified Public Accountant.  Ms Lashley is a registered member of the Institute of Chartered Accountants of Trinidad and Tobago and is a member of the Quality Assurance Committee.  Ingrid serves on several boards in the public and private sectors.

Imtiaz Rahaman

BSC. MSC. (MANAGEMENT), MSC. (TECHNOLOGY & POLICY)

Mr. Rahaman is the CEO of the RAMCO Group of Companies, a family owned business which operates the largest LPG and industrial gas distribution companies across Trinidad and Tobago as well as Jamaica. He serves on a number of boards across the Caribbean and is Honorary Consul of Bangladesh in Trinidad and Tobago. Previously a Manager with the Latin American Banking Group of Citibank, Mr. Rahaman was responsible for project analysis and financing in Venezuela, Puerto Rico, Mexico and Chile for over two years. He obtained a B.Sc. in Civil Engineering at the University of London in 1986 with First Class Honors, an M.Sc. at the School of Civil Engineering, Massachusetts Institute of Technology and the M.Sc. in Management in 1989 at the M.I.T. Sloan School of Management.

Yukmai Marsang

LLB, LEC

Ms. Marsang is an Attorney at Law with over 25 years professional experience in corporate, finance, securities and business law. She was the General Counsel for Atlantic LNG Company of Trinidad and Tobago, one of the world’s largest producers of Liquefied Natural Gas (LNG). She has practiced as Consultant with one of the country’s leading legal firms and served previously as the in-house attorney at Citibank in Trinidad and Tobago for over 13 years. Her concentrated experience in banking and finance has placed Ms. Marsang among the country’s most recognized experts in financial documentation. She holds an LL.B. from the University of the West Indies and an LEC from Hugh Wooding Law School.

Donavan Mullings

ACIS, Grad Dip ABA/Stonier

Donavan Mullings joined the Bourse team in March 1997 as Investment Manager, bringing with him a wealth of treasury and investment experience.

In 1984, after having qualified as a Chartered Secretary (ACIS) in the Financial Administration Stream, on his return Donavan assumed the position of Treasurer and Financial Planning Officer at one of the local Banks in Trinidad & Tobago.

Donavan’s skills and knowledge were further enhanced through successfully completing the three-year programme with the prestigious and internationally renowned American Bankers Association – Stonier Graduate School of Banking. This programme covered wide-ranging areas relating to the overall financial management of banks including treasury risk assessment and performance measurement.

In 1991 he joined Neal & Massy Holdings as their Financial Analyst. Subsequently, Donavan spent a year and a half at Trinidad’s first listed oil company, Mora Oil Ventures Limited as Chief Financial Officer before joining Bourse.

Sarodh Ramkhelawan

Chief Investment Officer

B.Sc., CFA, MBA

Sarodh Ramkhelawan is the Chief Investment Officer at Bourse Securities Limited. Having initially joined the firm in 2007 as Investment Analyst, he is now actively involved in the areas of Portfolio Management, Treasury & Risk Management, Product Development and Proprietary Trading Strategies.

Sarodh has completed a B.Sc. in Management Studies at the University of the West Indies (2007), is a holder of the Chartered Financial Analyst (CFA) designation having qualified in 2011 and successfully completed the MBA program at New York University’s Leonard N. Stern School of Business, with specializations in Corporate Finance, Banking and Financial Instruments & Markets (2013).

He currently serves as a Director on the Board of the Trinidad & Tobago Central Securities Depository and is also the Vice President of the Securities Dealers Association of Trinidad & Tobago (or SDATT) and Chairman of SDATT’s Capital Markets Committee.

Rehana Mohammed

CHIEF ACCOUNTING OFFICER

FCMA, CGMA, CA, MSC.

Mrs. Rehana Mohammed is a Fellow of the Chartered Institute of Management Accountants (FCMA) and a Chartered Global Management Accountant (CGMA), she is also the holder of a MSc. Finance and Islamic Banking from the University of Wales U.K. and a Diploma in Management Studies – University of Reading, UK. Rehana has over 25 years experience in Finance and Banking Operations with extensive experience in Financial and Management Accounting, Strategic Planning, Regulatory and Statutory Reporting, Risk Management and Implementation of Financial Applications. She joined Bourse Securities Limited as the Manager Financial Control and has previously held senior executive positions at Financial Institutions in Trinidad and Tobago as well as she has provided consultancy services both in the UK and Trinidad and Tobago. Rehana has served as chair of Asset/ Liability Committee, IT Steering Committee and as a member of Investment, New Product and Operational Risk Management Committees. She is also a member of the Chartered Institute of Trinidad and Tobago (CA).

Gary M. Thomas

SALES AND MARKETING MANAGER

B.SC.

Gary joined Bourse in January 2016 as the Sales & Marketing Manager, with responsibility for enhancing and improving the company’s sales efforts, particularly with individual investors.

He has a B. Sc. in Management Studies from the University of the West Indies, and has brought with him a wealth of experience from a number of different industries, including almost 15 years in the Banking industry, where he worked in the areas of Risk Management, Corporate Credit, E-Banking & Marketing.

Shaarda Maharaj

Human Resources Manager

BBA (Hons), PG Dip

Shaarda Maharaj has over 10 years Human Resources experience, 8 of which have been in a leadership role. Shaarda is a Human Resources Generalist with a strong knowledge in recruitment, employee relations, leadership and employee development, training, compensation and benefits. Her career spans both the public and private sectors.

Shaarda is responsible for the overall management and implementation of human resources programs, policies and procedures at Bourse.  She is instrumental in leading Human Resources to be a strategic business partner at Bourse.

Shaarda has post graduate qualifications in Human Resource Management, professional certification in various types on psychometric assessments and she is currently completing an MBA.

Shaarda is a member of HRMATT and SHRM.

Madree Seebaran

Manager, Equities

B.Sc., MBA

Madree has over 10 years’ experience in the financial services industry, 7 years in a managerial capacity. She specializes in the area of investment research and portfolio management with a focus on equites, both local and international. Madree is a registered Stockbroker with the Trinidad and Tobago Securities and Exchange Commission for over 5 years. She has also has regulatory experience, having worked at the Trinidad and Tobago Exchange Limited for one year.

She has a Bachelor of Sciences degree in Management Studies from the University of the West Indies and Masters in Business Administration from Heriot Watt University.

Aleema Mohammed

Manager Regulatory & Corporate Governance

ACCA, ACAMS

Aleema Mohammed initially joined the Bourse team in 2008 in the role of Accounting Officer. She has since become an integral part of the Compliance and Risk Management team, leading these areas to ensure compliance risk is proactively identified and managed effectively to meet heightened regulatory expectations. She continues to steer the course for Corporate Governance best practice within the Bourse Group.

Aleema has over 10 years’ experience in the AML/CFT and regulatory areas with extensive knowledge of the Securities regulatory landscape.

Aleema is a member of the Association of Chartered Certified Accounts (ACCA) and has been a member of the Association of Certified Anti Money Laundering Specialists (ACAMS) since 2012.

Dr. Rampersad Motilal

chairman

B.Sc., M.Sc., DBA

Rampersad Motilal brings over forty (40) years working experience in the energy industry, in senior management and leadership positions. He served for sixteen (16) years as the Chief Executive Officer/Managing Director of Methanol Holdings (Trinidad) Limited (MHTL) and its predecessor companies, the Trinidad and Tobago Methanol Company Limited (TTMC), the Caribbean Methanol Company Limited (CMC) and the Methanol IV Company Limited (MIV). He was deeply involved in the establishment of the Oman Methanol Plant located in Oman. He also served on the boards of various local companies and international organizations in energy, education and business, including as President of the South Trinidad Chamber of Industry and Commerce (now the Energy Chamber of Trinidad and Tobago), and as a founding member and Director of the National Energy Skills Centre (NESC).


In 2007, Rampersad was awarded an Honorary Doctorate in Engineering and Entrepreneurship by the University of Trinidad and Tobago (UTT). He earned a Doctorate in Business Administration (DBA) at the prestigious International School of Management (ISM), Paris, France in 2018. Rampersad also holds an Executive Masters in Business Administration, with distinction, from the Institute of Business, University of the West Indies (UWI). In addition, he holds an M.Sc. in Production and Engineering Management and a B.Sc. in Mechanical Engineering, both from UWI.

Dr. Motilal currently undertakes special assignments as an independent business and financial consultant from local and international clients.

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