Our Team


Pierre Morin, F.Pl., CIM

Senior Investment Advisor and Portfolio Manager

Josée Dupont, F.Pl., CIM

Portfolio Manager

 

Josée began her financial career in 1983 as an Investment Broker with Nesbitt Thomson Bongard. Holder of a degree in Finance from Concordia University and attentive to changes in the industry, she was among the first to earn the Financial Planner designation in Quebec. Moreover, as early as 1989, she opened the first work-from-home branch within the firm to better serve her clients and care for her family. She completed her Wealth Manager training to provide the full range of financial services to her clients. 
 
She stands out by her determination, her integrity and her commitment to her clients, partners and business circle.
 
Throughout her career, Josée and her spouse Pierre were closely involved with their children Janie and Louis, who now work as Financial Advisor and Planner within the team. To recharge their batteries, tennis, golf, hiking and skiing are on the agenda of their weekends at the cottage.

 

Daniel Lebeuf, MBA, F.Pl.

Portfolio Manager, Senior Investment Advisor

Nicole Dimyan, CPA, F.Pl., TEP

Investment Advisor

Nicole Dimyan has 20 years of experience in financial services and accounting. She began her career at PwC, where she specialized in compliance services and cross-border tax planning services for the United States and Canada. She joined BMO Nesbitt Burns in 2013 as a Wealth Management Advisor offering clients support and guidance with complex issues such as tax planning and estate planning. Since joining BMO Nesbitt Burns, she held various positions, including a management position at the Saint-Jacques Branch in Montreal.

Nicole holds the CPA designation in Canada and the United States; she is a Financial Planner and a member of the Society of Trust and Estate Practitioners (STEP).

Hugo Lessard, F.Pl.

Investment Advisor

 

Hugo Lessard has been a member of the BMO family for more than 20 years. Starting in January 2001, he served a large in-branch client base and developed his financial services expertise. After working 10 years as a Financial Planner within the group, he joined BMO Nesbitt Burns in 2011 as Associate Investment Advisor.

Hugo holds a Bachelor of Business Administration from Université Laval and a Financial Planning certificate.

His vision: allowing all his clients to benefit from his financial planning expertise, along with a full range of investment products.

By becoming familiar with his clients and their values, goals and priorities, Hugo is able to propose customized financial planning services tailored to their circumstances. He makes a point of ensuring that his clients understand the financial strategy at play. 

 

Louis Morin, F.Pl.

Investment Advisor

Louis completed his Bachelor degree in Finance at Université Laval and quickly earned his Financial Planner license in 2014. After working 5 years in the financial industry in different capacities, he joined our team in 2019 where he acts both as Investment Advisor and Financial Planner. He was able to bring added value to our service offering thanks to his attention to detail and his passion for his work.
 
He loves passing on his investment knowledge, and his inquisitive nature keeps him abreast of new trends in portfolio management and financial planning. A competitive downhill skier, his favourite recreational activities include cross-country skiing, kitesurf, mountain biking and golfing. Louis is an achiever in all his undertakings and he will be pleased to help you exceed your goals and expectations.

Brenda Walls

Associate Investment Advisor

Patrick Delaney

Associate Investment Advisor

Neela Patel

Sales Assistant, Investment Representative

Kayla Piccolo

Sales Assistant

Meriem Trabelsi

Sales Assistant, Investment Representative

Nancy Landry

Administrative Assistant

Tanya Bishara

Senior Sales Assistant