Philosophy

Geneviève is an advisor who is not afraid to innovate, despite the traditional aspects of the private wealth industry. In fact, since 2020, her thought leadership has made her one of just 18 advisors across the country to be appointed to BMO Private Wealth Management's Investment Advisor Advisory Council. As Vice-Chair of the Council, she makes a direct contribution to the firm, shaping its internal direction and initiatives in collaboration with senior management.

Geneviève is committed to helping families alleviate the complexity and stress associated with managing significant family wealth. She firmly believes that it is possible to optimize lasting intergenerational transfers and give them a deeper meaning by equipping the whole family. This determination, combined with the experience she has acquired working on a multitude of complex wealth management files, has made her a reference in private wealth management for high-net-worth families.

Family values are fundamental to Geneviève. She and her husband Antoine are the parents of Henri, Paul and Auguste. In 2015, together they founded Ölistik, an organic farm pioneering in cultiviating winter crops in cold greenhouses in Quebec. This experience gives her an entrepreneurial perspective much appreciated by our clients who are business owners. Geneviève is a multi-passionate person, but nature is her favorite playground.

Professional background

Geneviève leads the Blanchard Group with a passion and discipline inspired by her background as an elite track and field athlete. While completing her Bachelor of Commerce degree from McGill University (majoring in finance and minoring in environment), Geneviève worked with Groupe Blanchard on several projects until 2013. That's when she officially joined as a wealth management advisor after a year serving BMO customers as Financial Services Manager at the Montreal main branch. It was also during this year that Geneviève acquired her Financial Planner (Pl.fin.) designation. Geneviève also holds the title of Certified Investment Manager (CIM).

Recognition and involvement

IIAC Leaders Under 40

Geneviève was selected as one of the Investment Industry Association of Canada's (IIAC) Leaders Under 40 for 2022, a prestigious award that recognizes young professionals whose talent and dedication enhance the image of the Canadian securities industry.

President's Club

For several years now, the Blanchard Group has been recognized and selected by BMO Private Wealth as a member of the President's Club, an honor designed to recognize the firm's top-performing advisory teams.

Responsible Investment Association (RIA) of Canada

For Geneviève, it's imperative to make responsible investment (RI) accessible so that all those who wish to invest intentionally in a better world are empowered to do so without compromise. She has been a member of Canada's Responsible Association since 2013. Her expertise has enabled our team not only to develop our first Responsible Investment portfolio in 2013, but to ensure that all our portfolio models are well positioned to meet the challenges of today and tomorrow. She is also actively involved in educating and raising awareness of RI among the public and the financial industry. Among other things, she was interviewed by the journal Finance et Investissement in 2019 and gave a talk on the subject at the Association des femmes en finances du Québec (AFFQ) in 2020.

Luc founded his practice in 1990, back when the standard was to brokers who executed their clients’ orders.  He quickly became aware of people’s need to be taken charge of by a trustworthy person and directed his efforts towards the development of a holistic approach based on wealth management.
 
The development of long term relationships is a priority for Luc, equally with his clients and team members. He is the advisor to the 3rd generation of some of the families that he serves.  He also adopted certain measures to ensure the sustainability of his business, including the development of a cohesive team that is able to grow in strength and effectiveness.

Luc is a man of commitment and his presence is greatly felt in the community. He was Campaign president for the United Way, Chairman of the Board of the Eastern Townships Chartered Accountants, as well as Chairman of the Board of the Sherbrooke Symphony Orchestra (OSS). As president of the Sherbrooke Athletics Club, he also organized the Canadian Junior Track and Field Championships in July 2006, for which he was named "Executive of the Year" by the Quebec Athletics Federation at their 2006 Gala Athlétas and Gala Sports Québec.

Furthermore, on September 17th 2006, he was appointed Honorary Lieutenant Colonel for the 35 Signal Regiment, a Primary Reserve unit of the Canadian Armed Forces. Since 2013, he is involved in the Organizing Committee of the Fondation du CHUS’ Gourmet Dinner and the BRP/Cascades yearly golf tournament.  He is also a Board Member of the Eastern Townships Community Foundation’s Investment Committee and a member of Anges Québec.

Alexandre has been a part of the BMO Financial Group since 2014, starting as a Money Market operations representative (Europe and Asia), and then as a Financial Services Manager within a BMO branch.

He has joined the BMO Wealth Management division of BMO Nesbitt Burns in 2018. He is a graduate of the University of Sherbrooke in finance, and is now completing a series of specialized courses with the Canadian Securities Institute.

Alexandre's mandate is to provide you with front-line advisory services as well as support to senior advisors. Through his exceptional determination and versatility, he has proven to be an indispensable asset for both the team and our clients.

Efficient and always devoted to our customers since 2007, Marjolaine plays a very important role in the administration of your accounts and manages all administrative and operational matters with great competence and discretion. You can contact her at any time and she will be happy to help you.

Marie-Pier has joined our team on April 2021. She has 5 years of experience in the field of wealth management as an administrative assistant and as deputy advisor of a large Canadian financial institution. 

Marie-Pier will be in charge of operations and liquidity management as well as scheduling appointments. She will also be your #1 resource when you contact us by phone. Shortly, Marie-Pier will be the new voice of the office.