My team

An experienced Portfolio manager and wealth professional

I have been servicing clients in the investment industry for 25 years, I joined BMO in 2003, and BMO Nesbitt Burns in 2007. I'm a graduate of HEC Montreal and as well as The Quebec Financial Planning Institute (IQPF) and Canadian Securities Institute (CSI) as a Portfolio manager.

A personalized approach

Each portfolio is unique and tailored to the needs of each individual. They are personalized with a blend of equities, preferred shares, government and corporate bonds, guaranteed investment certificates, exchange traded funds (ETF) and mutual funds. I work closely with my clients to formulate customized investment strategies

designed to improve portfolio returns, while keeping risk at acceptable levels.

The importance of a methodology

Preserving capital in today's increasingly complex market place requires an investment discipline and methodology. The way risk is managed and the selection of your asset mix in the portfolio will determine your volatility and performance. Each investment is carefully selected and analyzed with the help of our research department. We only select the best and most suitable investment solution tailored to your needs and review regularly the environment and information related.

First class service - a promise

I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.

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.

After completing in-depth taxation courses with the Canadian Institute of Chartered Accountants, Suzanne worked for a chartered accounting firm with business owners and professionals on complex corporate, personal, and fiduciary issues. She has also been involved in corporate restructuring and business transfers. Suzanne also worked for a major insurance company, where she was interested in tax planning and wealth management and developed custom solutions for wealthy business owners and families.

She advises high-net-worth clients and their families achieve their goals by explaining complex tax concepts and helping them manage risks and identify opportunities.

Building relationships with clients is paramount to becoming a trusted advisor. Mathieu’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Mathieu provides guidance to private business owners and families in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Prior to joining BMO Wealth Management in 2018, Mathieu has over 10 years of experience with national and Big 4 accounting firms. Working within the M&A Transaction services Group, he advised private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million on all aspects of the M&A transaction process, from the initial analysis of financial and operational performance to the closing of the transaction (i.e. divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations). Other areas of experience include corporate restructuring and insolvency, financings, and corporate audits.

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.