Support Team

BMO Capital Markets Research Team
Our portfolio management efforts are supported by BMO Capital Markets’ (institutional arm of BMO Nesbitt Burns) top rated research department. In its most recent survey, Brendan Wood International1, an independent consulting firm, has ranked BMO Capital Markets Research the number one research team in Canada, continuing BMO’ Nesbitt Burns long tradition of excellence in research. BMO Capital Markets has been ranked first in research in every BWI survey since 1980, which represents 29 consecutive years of commitment to being the leader in Canadian equity research.

BMO Capital Markets’ Research Department is the largest in Canada and has an excellent track record for identifying winning companies. Known for its independence and innovation, the department aims to be the leading provider of Canadian investment research.

Portfolio Advisory Team
Our investment team also benefits from the screening and pre-selection process of the Portfolio, Action & Research Team equity specialists. Not only do they constantly provide investment ideas but they are also a useful source to give us a second opinion and access to timely information on the various companies covered by the research departments.

Equity specialists:
Stéphane Rochon, CFA - Head of Private Client Strategy
George Trapkov, CFA - Equity Specialist
Luigi Di Pede, US Equity Specialist

BMO Nesbitt Financial Services
The estate planning process is supported by our internal specialists.

Tax and estate specialist:
Danny Guarnieri, CPA, CA, LL.M. Fisc.
Director, Wealth Planning at BMO Wealth Management
Danny provides customized wealth advisory services to BMO’s high net worth clients. Danny obtains an understanding of each client’s needs, goals and financial situation in order to develop a comprehensive plan that simplifies the complex subject matters such as: financial, tax, estate, and business succession planning. Furthermore, Danny leverages his extensive experience in private practice in order to provide high quality plans and sensitize clients on risks and opportunities inherent to such plans.

 

Chantal Moreau, LL.B., D.D.N.
Director, Estate planning at BMO Wealth Management
Chantal is part of the BMO Wealth Planning group as Director, Estate planning. She assists high net worth clients in the development of their customized estate plan. Chantal helps to ensure that the legal documents clients put in place reflect their reality, their needs and their objectives while maximizing their estate value and asset protection. 

 

Olivier Paquin, LL.B, D. Tax.
Director, Estate planning at BMO Wealth Management
Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.
Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.
Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private banking and BMO Nesbitt Burns.

 

Raphaelle Nadeau, M. Fisc., F. Pl.
Senior Wealth Planning Consultant, HNW Wealth Planning Services at BMO Wealth Management
Raphaelle offers BMO's high net worth clients personalized wealth planning advice. By identifying the client's needs and goals, and analyzing their personal and financial situation, she develops an appropriate plan that highlights the implications of financial planning, tax and estate planning and business succession. Raphaelle takes advantage of her skills acquired in a financial institution and an accounting firm to design quality wealth plans that raise awareness of potential risks and opportunities for clients. Raphaelle joined the BMO Wealth Management Team in August 2018. She began her career in 2010 as a personal financial advisor with another financial institution. This experience has allowed her to gain in-depth knowledge of financial products offered by financial institutions and to develop her financial advisory skills with a diverse clientele. After completing her master's degree in Taxation in 2013, Raphaelle joined the tax team of Deloitte Montreal, an international renowned firm that offers professional services.

 

Karine Gaouette Précourt, LL.B., LL. M. Fisc., MBA, F. Pl., FEA. 
Director, BMO Family Office
Karine Gaouette Précourt is a Director within BMO Family Office. She is responsible for coordinating the delivery of an integrated offering for BMO’s Ultra High Net Worth clients and their families. Prior to this, Karine was a Director in Tax and Wealth Planning for BMO Private Wealth, where she advised clients across both personal and corporate planning. Karine has more than 15 years of experience in law, taxation, and wealth planning. Prior to BMO, she held various positions of increasing responsibility in tax and estate planning. Karine has a Law degree from the University of Montreal, a Masters in Taxation, an MBA, Financial Planning designations and has completed the Family Enterprise Advisor (FEA) program. She is a member of the Quebec Bar. Her office is in Montreal.

 

Jean Richard, LL.L, LL.M, Mint Tax, TEP
Sr Manager Cross Border & International Tax Consultant
Jean Richard has developed a valuable expertise in taxation, estate, tax, and financial planning. Thanks to the experience gained in private cabinet and with the public service commission in commercial, civil law, and tax law matters, Jean brings an additional insight to wealth management analysis. Member of BMO Nesbitt Burns since 2001, he has completed a master degree in International Taxation to better serve our clients.

BMO Capital Markets is a trade-mark of Bank of Montreal, used under licence.