Samir has over 14 years of professional experience in financial planning and services as well as over 13 years in marketing and sales and has consistently provided high-quality advice and solutions to help clients achieve their goals.

Before joining BMO Financial Group, Samir worked for a major financial services institution as a manager in investments and specialty products. Prior to that he was a financial planning manager, a position in which he focused on providing financial planning support to over 20 branches in the Montréal area.

Samir graduated from the École des Hautes Études Commerciales (HEC) with a Bachelor’s degree in Business Administration, prior to which he obtained another bachelor’s degree in marketing and international business. After university, he earned his Financial Planner designation from the Institut québécois de planification financière, completed the Canadian Securities Course, and completed several courses in the advanced graduate diploma (D.E.S.S.) taxation program.

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

Working with BMO for the past 15 years, Sébastien’s role is to act as a finance contact for our high-net-worth clients. BMO offers a wide range of products and programs through which it provides custom solutions to meet its clients’ immediate banking needs while developing plans to optimize their finances.

Rumila has 10+ years in banking and finance with more than 5 years as a trusted financial partner to entrepreneurs across the Greater Montreal area.

Committed to delivering the best-in-class client experience to businesses, their employees and owner through industry expertise, innovative solutions, cross-border banking, and digitally enabled cash management offerings across different lifecycles.

Rumila provides day-to-day relationship coverage and is the main point of contact for all commercial banking financial and non-financial needs