BMO Nesbitt Burns
1501 avenue McGill College
Your team of private advisors
We form a genuine team, serving our clients by developing strategies adapted to their circumstances. We joined forces to merge our highly complementary strengths rather than to increase our operational efficiency. We share the same values and advocate the same approach. We deal with serious matters, but authenticity and enjoyment are also very much a part of our DNA. Our compatibility is a success lever for our clients.
Louis-Philippe Dufort, Pl. Fin.
Montreal Office: 514-282-5935
Louis-Philippe worked for 10 years as an account manager for various companies. With his experience in business portfolio management, he has mastered the art of identifying the success factors of business. He began buying stocks at the age of 16 and over the years has acquired solid financial market expertise. His excellent reputation for sound investment decisions is due to his instincts and financial analysis skills. Louis-Philippe’s areas of specialization are retirement, real estate and business. He embodies the group’s passionate and pragmatic side. He holds a bachelor’s degree in market finance from HEC Montréal and the Financial Planner designation from the IQPF.
Julien Richard, CFA
Montreal Office: 514-282-5937
Julien has worked in financial risk management and corporate finance for more than 10 years. His banking experience includes involvement in the financing of numerous international transactions and business acquisition projects. He is passionate about entrepreneurship and understands the needs of business leaders. As a member of a family of entrepreneurs and a former business owner, he excels at finding wealth levers. He is noted for placing special emphasis on his clients’ financial education. Julien specializes in portfolio management and securities research. He embodies the group’s analytical and creative side. He holds a bachelor’s degree in business administration and the Chartered Financial Analyst designation from the CFA Institute.