Our Team

Sylvie has been with BMO Bank of Montreal for more than 20 years, spending several years working in the branch network as Financial Services Manager and Branch Manager. In March 2015, Sylvie joined the BMO Private Banking team and, since January 2016, she has been a Private Banking Manager dedicated to providing services exclusively to BMO Private Wealth clients. Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with customized strategies.

Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, an exemplary service is based on mostly intangible qualities, such as sincerity, solid relationships and respect. Her dedication and integrity are reflected in her desire to provide high quality private management solutions that are worthy of our distinguished clients' trust.

Karine advises high net worth families, professionals and entrepreneurs on complex issues involving taxation and wealth planning. She is part of an integrated team of specialists who work in financial, tax and estate planning. With her knowledge of taxation and legal matters acquired in financial institutions and private practice, she offers customers leading expertise and valuable advice to assist them with their personal and corporate planning. Karine excels in the art of suggesting appropriate solutions to issues involving wealth management, tax and estate planning, philanthropy, and new wealth.

Karine has more than 13 years of experience in law and taxation. In the course of her career she has held various positions of increasing responsibility in tax and estate planning. Working for legal firms and an accounting firm, she has handled tax issues for entrepreneurs, businesses and wealthy families. She has also worked with investment firms, supporting financial services advisors, their clients, and the professionals who work with them. She has intervened in several tax planning cases involving individuals, estates, and companies.

She has published numerous articles on taxation and participated in several media initiatives. Karine is involved with several charitable institutions and the Fondation HEC Montréal with the goal of engaging graduates in the institution’s projects. She sits on committees of the APFF, an organization dedicated to the advancement and dissemination of knowledge and the improvement of its members’ taxation skills.

Danny offers personalized wealth management advice to high-net-worth BMO clients. He identifies each client’s needs and objectives and determines their financial position in order to develop a comprehensive plan that simplifies complex matters such as financial, tax, estate and business succession planning. In addition, Danny draws on his extensive experience in a private practice to develop quality plans and educate clients on the risks and opportunities inherent in these plans.

Danny joined BMO Wealth Management in 2017. He began his career in 2006 with the international accounting firm Deloitte, where he gained significant experience auditing large public and private corporations. After completing a master’s degree in taxation in 2013, he joined Deloitte’s tax services where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined the tax department of Richter LLP, where he developed his knowledge of tax planning and restructuring for private corporations and business owners.

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.