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Contact Us

Johanne Claveau, M.Sc.(fin.)
Allan Xavier, CFA
Vanessa Duclos

Tel: 800-363-6732
Fax: 514-286-3583

Address
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Our Experts

Our commitment to the overall management of our clients’ wealth leads us to work closely with seasoned professionals within BMO Nesbitt Burns

 

 

MARIE-JOSÉE LEFEBVRE
Financial Security Advisor
Tax and estate planning services

Marie-Josée attended McGill University where she earned a B.Com. in Management and Finance. She brings over 10 years of experience from the field of insurance.

Her knowledge in life insurance, annuities and living benefits (insurance long term care, critical illness and disability) contributes fully to our global wealth management approach.


 

 

JEAN RICHARD, LL.B, Fin. PL., TEP
Vice-president & Sr. Consultant
Wealth Management Group.

Jean holds a Masters in International Taxation from the University of New South Wales (Sydney, Australia) and has been a member of the Quebec Bar since 1981. Jean is also a member of a number of prestigious local and international tax associations.

Jean's extensive experience in tax, legal and financial planning enables him to assist our clients with complex tax and estate issues. This is an unique ability that makes him a truly valuable and indispensable asset to our team.