Our Wealth Partners

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 Wealth.

Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.

Fadia Abou-Nassif, Lawyer, TEP, Med. A., LL.B. is Director, Estate Planning at BMO Private Wealth. Lawyer, member of the Québec Bar since 2006, accredited mediator in civil, commercial and labor law, and designated Trust and Estate Practitioner (TEP), she brings more than 20 years of experience in law and estate planning. After practising in a corporate law firm, she developed extensive expertise advising high-net-worth individuals, families, and business owners on wealth transfer and estate planning matters. Recognized for her diligence, sound judgment, and strategic perspective, Fadia combines deep legal knowledge with a client-focused approach to deliver tailored solutions that help clients achieve their personal, family, and financial objectives while providing peace of mind.

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.

Michel has more than 28 years' experience in the financial planning industry.

He began his career in the life insurance and investment world as a financial security advisor with a major Canadian insurance company. In the early 2000s, he began a new career in banking with BMO. In private banking, Michel distinguished himself as a Financial Planner, Regional Investment Products Manager and Wealth Management Advisor.

Since 2021, he has held the position of Trusts and Estates Advisor. Drawing on his extensive experience in the world of financial planning, Michel has the knowledge and empathy to engage in emotional and often difficult discussions about estate and trust planning. Helping people in these sensitive moments is a great motivation for Michel, giving them the best possible advice and trusting that our clients will be surrounded by the best team of professionals.

On a more personal note, Michel is an avid fisherman, golfer and runner. He's also a great audiophile and music lover, and whenever he can, he likes to enjoy his home in the Gaspé Peninsula and his cottage on the Baie des Chaleurs.

As a certified financial planner (Pl. Fin.) and graduate of HEC Montréal, Remi Baril is dedicated to guiding clients through every stage of their financial journey. Remi’s approach is rooted in the holistic model promoted by the Institut québécois de planification financière (IQPF), ensuring that each client’s plan is comprehensive, integrated, and tailored to their unique goals.

Remi joined the BMO Wealth Planning team in 2022, bringing nearly a decade of prior experience at a leading financial institution. Throughout this career, Remi has specialized exclusively in financial planning, managing relationships with a diverse clientele—including entrepreneurs, business owners, professionals (such as physicians and other specialists), and high-net-worth individuals. Remi delivers tailored strategies to address complex needs, with experience encompassing both direct client management and serving as a financial planning analyst for affluent clients. His focus has always been on client centered solutions.

Jean-Louis Pulitano is a Senior Financial Planning Advisor with BMO Private Wealth in the Province of Quebec. He supports individuals, families, and entrepreneurs by designing integrated strategies tailored to their needs. His role is grounded in strong expertise in taxation, accounting, and financial planning, enabling him to deliver structured, coherent solutions suited to the complex realities of his clients. Through a rigorous yet accessible approach, he helps clients optimize their financial situation and make informed decisions to support the growth and protection of their wealth.

As a member of the BMO Wealth Planning team, Anthony works closely with BMO’s in-house tax and estate specialists, partnering with financial professionals to build thoughtful, tailored wealth planning strategies that reflect the unique goals and circumstances of each client. He provides guidance on complex matters including retirement and income planning, tax planning, cash flow management, business succession, transition planning, estate and gift strategies, and charitable giving. Drawing on his extensive experience in private practice, Anthony delivers high-quality plans while helping clients understand the risks, opportunities, and implications inherent in their financial decisions.