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Louis-Philippe Dufort
Julien Richard

Tel: 514-282-5937
Tel: 514-282-5935

Address
Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8
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Louis-Philippe Dufort, Pl. Fin.

Investment Advisor

Montreal Office: 514-282-5935
LouisPhilippe.Dufort@nbpcd.com 


Passionate, pragmatic and dynamic.

Louis-Philippe has nearly 10 years of experience as a Business Account Manager. His experience in commercial portfolio management has allowed him to deepen his knowledge in financial analysis and to quickly identify the success factors of a company, two tools he uses today in his investment decisions.

Having started to invest in the markets himself at the age of 16, Louis-Philippe has forged a significant experience in the financial markets. He also specializes in the field of retirement, real estate and business. Louis-Philippe holds a Bachelor's degree in Market Finance from HEC and also holds the title of Financial Planner of the IQPF. On a personal level, Louis-Philippe is passionate about sports and travel. He has also been part of the Carabins golf team at the Université de Montréal throughout his university career.



Julien Richard, CFA
Investment Advisor

Montreal Office: 514-282-5937
Julien.Richard@nbpcd.com


 
Loyal, logical and authentic.

For many years, Julien has been advising business owners and executives, mainly those doing business internationally. Prior to joining BMO Nesbitt Burns, Julien worked in financial risk management and corporate finance at another Canadian bank. His experience as a banker led him to participate in the financing of numerous international transactions, expansion and acquisition of businesses.

Passionate about investment and wealth management, Julien now advises families of entrepreneurs and professionals seeking to achieve or protect their financial independence. He himself came from an entrepreneurial family and started his own business in his early twenties, which he sold a few years later.

On a personal level, Julien is passionate about combat sports, being himself a black belt in Taekwondo and having participated in the Canadian championships 4 times. His most precious moments are those spent with his family and his friends. Julien holds a Bachelor's degree in Business Administration and in2018, he obtained the Chartered Financial Analyst (CFA) designation awarded by the prestigious CFA Institute.



Our Partners


Sylvie Roy, Pl. Fin.
Private Banker

 



 


Sylvie has been with BMO Bank of Montreal for more than 20 years, spending much of that time 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 of 2016, has been dedicated to providing private banking services exclusively to clients of BMO Nesbitt Burns.
Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with personalized strategies. Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, the cornerstones of exemplary service are qualities that are, for the most part, intangible 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. Sylvie is a Member of the Institut Quebecois de planification financiere.

Marie Pier Thivierge, LL.B., D.D.N., M. Fisc., Pl. Fin.
Wealth Management Consultant, HNW, Wealth Planning Enterprise

 


 


As a member of the Wealth Management Consulting team, Marie Pier works jointly with us and our high net worth clients. Marie Pier helps our clients to target their current and future objectives and needs. Supported by the specialized team of BMO Nesbitt Burns, Marie Pier assists our clients to reach their financial objectives by designing a wealth management plan.

Our clients benefit from her wide knowledge in tax, estate, trusts and tax and estate planning and receive a global outlook of their situation. Her legal, tax and financial approach gives a global outlook of the client situation. 

Before joining BMO Nesbitt Burns, Marie Pier gained over six years of professional experience in tax and legal field within national accounting and legal firms.

Marie Pier is a member of ‘Chambre des notaires du Québec’ and ‘Institut québécois de planification financière’. She holds a Bachelor of laws, a Graduate Diploma in notarial law and a Master of Tax. She is a member of the ‘Association de planification fiscale et financière’, Canadian Tax Foundation and Canadian Bar Association.


Eloise Lachapelle, B.A.A. Pl. Fin.
Financial Security Advisor 





 

Eloise provides insurance solutions for Canadian investors to enhance their wealth. With almost 20 years of experience in the industry, she contributes in helping high-net-worth and ultra-high-net-worth individuals and families, maximize their estate, realize substantial tax savings and ensure continuation plans for their business.

Working closely with our team, Eloise employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
 

Danny Guarnieri, LL.M. Fisc., CPA, CA
Wealth Planning Consultant 

Danny is supporting our team to deliver exceptional client experience. Prior joining us, he was a tax manager in a well-known accounting firm. His role was to deliver tax services to entrepreneurs and high net worth families. He will now extend his expertise in providing comprehensive financial planning to our high net worth clients.

Danny is a Chartered Professional Accountant (CPA, CA) and graduated from the Concordia University, John Molson School of Business. He held a master in taxation from HEC Montreal.