Our Team

After earning a Bachelor of Business Administration with a specialization in Finance from UQAM, Alain began his career as an Investment Advisor in 1987. With more than 38 years of experience in financial services and wealth management, he has guided clients through every stage of their financial journey, providing personalized advice and tailored strategies designed to help them achieve their goals.

Convinced that the success of any business relationship is built first and foremost on trust, Alain is committed to transparent communication, exceptional accessibility, and diligent client service. Through his professionalism, honesty, and integrity, he has built lasting relationships with clients over the years, founded on mutual respect, attentive listening, and a steadfast commitment to service excellence.

Patrick Beaumont is a Senior Investment Advisor with BMO Nesbitt Burns Inc. and brings more than 34 years of wealth management experience. He works closely with individuals, families, and business owners, building long-term relationships founded on trust, attentive listening, and a deep understanding of their financial and personal objectives.

His approach combines disciplined portfolio management with comprehensive financial planning, helping clients make informed decisions and remain focused on their long-term goals through changing market cycles and economic conditions.

Patrick has extensive expertise in portfolio construction, retirement income planning, risk management, and wealth preservation strategies. His strong knowledge of fixed income markets and asset allocation enables him to develop customized solutions tailored to each client's unique needs and circumstances.

He is part of an experienced multigenerational team dedicated to providing comprehensive advice and long-term continuity for families, often across multiple generations. Together, they deliver a personalized, disciplined, and client-focused approach designed to create and preserve lasting wealth.

An experienced Investment Advisor, Eric has been helping families, professionals, and entrepreneurs achieve their financial goals for more than 25 years.

Known for his personalized approach, he guides clients through the various stages of their financial journey with confidence, placing a strong emphasis on comprehensive wealth planning.

Eric holds a bachelor’s degree in international finance from Dartmouth College (New Hampshire) and is a Chartered Investment Manager (CIM®). He is also licensed to provide life insurance solutions. Throughout his career, he has developed expertise in portfolio management, retirement planning, and supporting clients with cross-border financial needs.

Outside of work, Eric is actively involved as a coach in his children’s activities. In his free time, he enjoys running, golfing, and playing hockey.

With more than 36 years of experience in the securities industry, Sylvie Pineault plays a key role in supporting advisory teams and their clients. Sylvie joined BMO Nesbitt Burns in 1990. She spent eight years as the Branch Administrator at the McGill Branch, where she developed strong expertise in administrative management and operational coordination. Since 2006, she has worked closely with Patrick and Alain, and with Eric since 2024, contributing to the team's day-to-day operations and the high quality of service provided to clients. Known for her reliability, availability, and attention to detail, Sylvie ensures that every file is handled with efficiency and professionalism. She has successfully completed the Canadian Securities Course, enabling her to support the team with a strong understanding of industry requirements. Her approachable manner and ongoing commitment help foster lasting, trust-based relationships with clients and team partners.

As a Senior Administrative Associate, Marwan brings more than 15 years of experience in the financial services industry. He supports both clients and the advisory team by ensuring high service standards, coordinating client needs, and providing diligent follow-up on all aspects of client administration. His commitment contributes to a seamless and professional client experience.

Dedicated to client service, Marwan values attentive listening, accessibility, and clear communication to provide consistent and efficient support. He possesses strong knowledge of portfolio management, allowing him to understand the solutions recommended by the team and assist clients with accuracy and professionalism within a structured framework.

Marwan holds a Bachelor of Commerce in Finance from the John Molson School of Business. He has also completed the Canadian Securities Course (CSC®) and the Derivatives Fundamentals and Options Licensing Course (DFOL). Recognized for his professionalism and attention to detail, he fosters long-lasting relationships built on trust, transparency, and exceptional service.

Gérald Euphrosine is an Investment Associate with the Forget Beaumont Perno Group, where he supports clients at every stage of their financial lives through an approach that is personal, structured and grounded in clarity. He believes sound financial decisions begin with a clear understanding of one's own situation, and he places his clients' interests at the heart of every recommendation.

With more than nine years at BMO, exclusively in wealth management, Gérald has held roles as Investment Representative, Senior Advisor and Assistant Manager before devoting himself fully to financial planning.

He works with clients across every dimension of their wealth — taxation, retirement and investments, insurance and risk management, and estate matters — ensuring that each decision accounts for the others.

Gérald holds a B.Sc. in Mathematics and Economics and the Chartered Investment Manager (CIM®) designation and is currently completing the requirements for the Financial Planner (F.Pl.) designation. Outside of work, he enjoys running, tennis and fitness training.