Gregory Lusher, CIM®

Investment Advisor

Greg Lusher helps successful professionals and families in Montreal make smarter investment decisions by understanding the psychology behind their choices. While most advisors focus on market analysis, Greg's natural approach centres on behavioural psychology – coaching clients to recognize when fear or overconfidence might derail their financial goals by causing them to make costly emotional decisions.

With eight years in the investment industry and the Chartered Investment Manager (CIM®) designation, Greg also has the advantage of having grown up in a household where market cycles were dinner table conversation. He learned early on how financial decisions intertwine with personal values and emotions. In his previous roles as a swim instructor, ski coach, and outdoor adventure guide, Greg learned to build trust quickly and guide people through challenging situations safely. His approach remains consistent: assess the risks, create a clear path forward, and provide the confidence needed to succeed.

Greg's clients – including busy physicians, business owners, retirees and growing families – appreciate his bilingual capabilities, his natural talent for explaining complex financial concepts in plain language, and his qualifications to implement sophisticated options strategies and provide insurance solutions. He customizes each portfolio and financial plan to fit his client’s objectives, personality and comfort levels.

When he's not helping clients build wealth, Greg can be found skiing Quebec’s slopes in winter, cycling through the countryside in summer, and socializing with friends year-round.

Contact Greg at (438) 221-6353 or Gregory.Lusher@bmo.com to schedule your complimentary consultation.

Partners

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Michel Bélanger

Trust and estate consultant

Michel has more than 28 years' experience in the financial planning industry.

He began his career in the life insurance and investment world as a financial security advisor with a major Canadian insurance company. In the early 2000s, he began a new career in banking with BMO. In private banking, Michel distinguished himself as a Financial Planner, Regional Investment Products Manager and Wealth Management Advisor.

Since 2021, he has held the position of Trusts and Estates Advisor. Drawing on his extensive experience in the world of financial planning, Michel has the knowledge and empathy to engage in emotional and often difficult discussions about estate and trust planning. Helping people in these sensitive moments is a great motivation for Michel, giving them the best possible advice and trusting that our clients will be surrounded by the best team of professionals.

On a more personal note, Michel is an avid fisherman, golfer and runner. He's also a great audiophile and music lover, and whenever he can, he likes to enjoy his home in the Gaspé Peninsula and his cottage on the Baie des Chaleurs.

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Zeina Khalife

Director, Wealth Planning and Tax

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.