Marc holds a Bachelor of Business Administration (Finance) from HEC Montréal, the Financial Planner designation (IQPF) and the Certified Investment Manager (CIM) designations. For more than 15 years, he has been guiding his clients toward achieving their financial goals within BMO Financial Group. Committed to his community, Marc volunteers with a Foundation where he currently sits as Chairman of the Board. 
 
Marc is the father of two children. He is passionate about diving, tennis and travelling around the world.

Holder of a Business Administration (Finance) degree from ESG-UQÀM, Guillaume has the Financial Planner (IQPF) and Certified Investment Manager (CIM) designations. He has been working in wealth management with BMO Financial Group for more than 15 years. Guillaume knows how to build trusted relationships with his clients, as he considers this paramount to effective wealth management. He applies a multidisciplinary approach to identify the needs of his clients, whom he will assist in implementing their financial plan and creating their portfolio. 
 
Guillaume is a caring father who is passionate about professional sports and cars.

Mark holds a Bachelor of Commerce (Finance) degree from Concordia University’s John Molson School of Business, as well as the Financial Planner Designation (IQPF). With over 14 years of Financial Industry experience, he always strives to provide holistic financial advice and recommendations to his clients.

Mark is a proud father, who enjoys spending time with family and friends. He also has a passion for travelling, motorcycles and tennis.

 

Karoline spent the first 15 years of her professional life in education. In 2009, she redirected her career to finance and joined BMO as an Assistant Manager. In 2016, she transitioned to BMO Nesbitt Burns and joined our team.
 
Karoline assists team members with their administrative and operational procedures, while pursuing her license as an Investment Representative. Our clients know they can count on her experience and professionalism to effectively meet their needs.
 
Outside of work, she spends much of her time with her family. She is passionate about learning new languages, reading and painting.

Louise has more than 28 years of experience in the investment industry, including 20 years with BMO Nesbitt Burns. She completed the Canadian Securities Course.
 
With her trademark smile, Louise provides valuable help with all the administrative and operational needs of our clients.

Gloria has had a career with BMO for 16 years. During her many years of loyal service, she held the positions of Customer Service Representative and Financing Coordinator at the car loan center. In 2021 she joined our team as an administrative assistant. Gloria is highly motivated and always ready to guide our clients with their accounts and administrative matters.

In her spare time, she takes care of her family and enjoys playing tennis.