Ricardo holds a bachelor’s degree in economics and is a Certified Investment Manager (CIM®). With over two decades of experience in wealth management, he brings a disciplined, thoughtful approach to portfolio construction and long-term investing. His commitment to excellence has been recognized by BMO through multiple selections to the BMO Conference of Stars, reflecting his consistent dedication to client service. Known for his rigorous analysis and structured investment process, Ricardo designs clear, precise, and personalized investment solutions aligned with each client’s objectives. Beyond portfolio management, he works closely with clients to help them plan for succession, retirement, and estate considerations, ensuring their financial strategies evolve alongside their lives. A proud father of a daughter and a son, Ricardo often compares portfolio management to raising a family, emphasizing the importance of long-term vision, resilience in the face of unexpected events, and the ability to adapt to change over time. Outside of work, he enjoys snowboarding, traveling, staying active through regular workouts, and playing soccer with his children.

With more than ten years of experience in financial services, Jessica Jolin stands out for the innovative strategies she puts forward to grow her clients' assets and optimize their financial situation. With her team, she puts forward a personalized approach to meet specific needs in terms of wealth management, portfolio management, estate planning and insurance. Her hard work has earned her great recognition. She has won the President's Club three years in a row as a financial planner with a large organization and was one of the headliners of the Institut Québécois de la Patrimoine Financière in 2021. In her spare time, she enjoys spending time with her family with her two children and practices several sports such as skiing and paddle boarding.

With more than a decade of experience in wealth management, Hugo focuses on integrating all aspects of financial planning to help clients reach their goals with confidence. He is recognized for his strong work ethic, attention to detail, and approachable style. On a daily basis, he supports the team in portfolio management, market analysis, and financial planning.

Before joining BMO Private Wealth more than 2 years ago, Rosamunda was Financial Services Director for more than 15 years with BMO Bank of Montreal. Customer service is her business and she is an important pillar of our team. Rosamunda will be happy to answer all your questions regarding your accounts and transactions quickly and efficiently.

Prior to joining BMO Private Wealth, Ecaterina began her career at Bank of Montreal in 2022 where she built trusted relationships with clients and gained valuable insight into their financial needs. Ecaterina holds a bachelor’s degree in Economics and brings a client-focused approach to every interaction. Committed to excellence, Ecaterina is dedicated to supporting clients through proactive, tailored, and outstanding service.