Jean-Guy Boutin, CPA

Senior Investment Advisor

Jean-Guy has been a member of the BMO Nesbitt Burns team as an investment advisor since 1996. 

He holds a degree from the Université de Sherbrooke in Business Administration. He is a member of the Association of Professional Chartered Accountants of Quebec (CPA). Jean-Guy is also a life and health insurance representative and a member of the Chambre de la sécurité financière. From 1982 to 1996, he worked as a tax specialist for a large firm of chartered accountants in the Eastern Townships. 
 
Jean-Guy is committed to ensuring that his clients are always well informed and he focuses on integrity and transparency. His experience speaks for itself: more than 20 years of experience, 3 stock market crashes, a spotless reputation and several professional titles.

A lover of all kind of sports, Jean-Guy has a particular passion for golf, which he practices regularly, rain or shine.

Michael Champagne, MA, CIM

Associate Wealth Advisor

Michael earned his Masters degree in Economics from Laval University in 2008 and then worked as an economist for Industry Canada for almost three years. Michael joined the team in mid-2011 and his expertise in market monitoring as been really useful. In addition to giving investment advice and reviewing portfolios, Michael joins the team in the development of our clientele. His professionalism and sense of responsability make him a substantial asset for the team.

Mélissa Boutin, CIM

Associate Investment Advisor

Melissa has a degree in Business Administration and has a background in Graphic Design. She first started with the team in 2014, using her experience to help elevate the communications and marketing strategies. Melissa now works as an associate investment advisor and helps provide a great experience to our clients.

Mélissa has always been passionate about equestrian sports and she still competes at an elite level during her free time.
 

Marc Lupien-Lafleur, CIM

Associate Investment Advisor

Marc holds a university degree in education as well as many complementary certificates in administration.After first starting in the banking business in 2013, he started studying towards earning his MBA. Characterized by his versatility and interpersonal skills, Marc has experience in several aspects of the financial world : Advisor, Manager (Director), Compliance, Recruitment, etc. After being part of the management team for three years at the Nesbitt Burns Sherbrooke office, he joined our team in 2020 as associate advisor. He really distinguish himself thanks to his eloquence and the honest pleasure he takes in being in contact with clients.

Sandy Paradis

Administrative Assistant

Working in the customer service field since 1990, Sandy has been a member of our team since 2001. Our clients appreciate her professionalism, her enthusiasm and the smile in her voice as she answers their calls. Sandy handles all the administrative operations regarding your accounts. Clients never hesitate to give her a call since she can get them a quick and reliable answer to their questions.

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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.

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Vicky Masson, MBA

Private Banker

Vicky is a private banker at our Brossard office. She works with a team of dedicated professionals who coordinate their efforts to help her clients take full advantage of all their wealth opportunities. Vicky joined BMO Private Banking in 2018 and has 22 years of experience in the financial sector. She has expanded her knowledge while holding various roles at two financial institutions. She holds an MBA from Université de Sherbrooke.

 

Her objective is to offer her clients comprehensive, personalized solutions and resolve financial headaches using coordinated and proactive wealth management plans. Vicky knows how to manage the intricacies and subtleties of wealth management and give clients the confidence that they will achieve their goals.

 

Vicky works with her BMO Private Wealth colleagues to develop integrated solutions that allow her clients to achieve their personal wealth management goals.