My team

Raphaelle offers BMO’s high-net-worth clients personalized wealth planning advice.  After identifying each client’s needs and goals and analyzing their personal and financial situation, she develops an appropriate plan that highlights the implications of financial, tax and estate planning and of business succession. Raphaelle draws on the skills she has acquired in a financial institution and an accounting firm to design quality wealth plans that raise her clients’ awareness of potential risks and opportunities.

Raphaelle joined the BMO Wealth Management Team in August 2018. She began her career in 2010 as a personal financial advisor with another financial institution. This experience provided her with in-depth knowledge of the financial products offered by financial institutions and enabled her to develop her financial advisory skills with a diverse clientele.

After completing her master’s degree in taxation in 2013, Raphaelle joined the tax team of Deloitte Montréal, the internationally renowned professional services firm. Over the course of her career at Deloitte, Raphaelle gained a wide range of experience in tax planning, corporate restructuring, mergers and acquisitions, and tax compliance for individuals and businesses.

Zeina advises high net worth families, professionals, and entrepreneurs on specialized estate, tax, and insurance solutions. She is known for her ability to simplify complex matters and deliver practical, well informed strategies related to wealth transfer, new family wealth, tax planning, and philanthropy. Zeina joined BMO in 2011, following several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

Jean-Louis Pulitano is a Senior Financial Planning Advisor with BMO Private Wealth in the Province of Quebec. He supports individuals, families, and entrepreneurs by designing integrated strategies tailored to their needs. His role is grounded in strong expertise in taxation, accounting, and financial planning, enabling him to deliver structured, coherent solutions suited to the complex realities of his clients. Through a rigorous yet accessible approach, he helps clients optimize their financial situation and make informed decisions to support the growth and protection of their wealth.

Jason Châles holds a Bachelor’s degree in Business Administration from UQAM and has over 15 years’ experience in the banking industry, including 10 years with BMO.

He specializes in day-to-day banking, borrowing and investing to meet the needs of individuals, management companies and trusts.

Sylvie has been with BMO Bank of Montreal for more than 20 years, spending several years working in the branch network as Financial Services Manager and Branch Manager. In March 2015, Sylvie joined the BMO Private Banking team and, since January 2016, she has been a Private Banking Manager dedicated to providing services exclusively to BMO Private Wealth clients. Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with customized strategies.

Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, an exemplary service is based on mostly intangible qualities, such as sincerity, solid relationships and respect. Her dedication and integrity are reflected in her desire to provide high quality private management solutions that are worthy of our distinguished clients' trust.