Vice-President and Wealth Advisor
Stéphane has been in the financial industry for 20 years. He joined BMO Nesbitt Burns in 2000 and was quickly given the title of Honorary Vice-President. Stéphane has a BA in accounting from UQAM as well as a graduate diploma in Applied Finance from McGill University.
Stéphane is the leader and chief strategist for the team. Clients meet with him to thoroughly assess their wealth planning needs and objectives, integrating client goals with investment and wealth solutions.
He specialises on the strategies and solutions for clients so that they can plan to retire with comfort, structure their assets tax-efficiently, organize their estates to recognize their wishes and protect their families.
Associate Investment Advisor
In collaboration with Stéphane Barbeau, Micky handles the financial planning solutions for clients, taking into consideration their unique needs. She joined BMO Nesbitt Burns in 1999 from the banking industry. With in-depth knowledge for the financial sector as a whole, Micky oversees all aspects of the team and works closely with BMO partners to assist clients with their financial needs and enhance client experience.
Jessica Di Meo
Jessica joined BMO Nesbitt Burns in 2014. Jessica provides high quality proactive administrative services to clients and handles the day to day operations of the team. Being the guru of marketing, she also handles all client events and manages special projects for our team. She has a "Can do" attitude that our clients notice and appreciate.
A commitment to proactive service
People are busy, and finances are complex. We are committed to servicing our clients proactively through regular calls and meetings while taking care of all the details so you can focus on your family and careers. Regular contact and staying on top of changing market environments lets us get in front of what needs to be done for our clients.
Our service team is led by Micky Bitzilos, ably assisted by Jessica Di Meo.