Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.
Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.
Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.
As a BMO Private Banker, Pamela Lambourne comes to the aid of our Private Wealth professionals. She offers comprehensive and personalized private banking services to help customers optimize their finances.
Pamela has been with BMO since 2006, holding positions in financing, relationship management, direct banking and financial services. Backed by strong financial planning and financing knowledge and a wide range of products and programs, she designs personalized banking solutions based on customer needs, including financing services and small business solutions.
She is adept at developing proactive solutions that save time, identify inefficient financing, and maximize after tax returns.
Samir Zehlawi, F.Pl., BBA
Director, Wealth Planning
Samir has over 14 years of professional experience in financial planning and services as well as over 13 years in marketing and sales and has consistently provided high-quality advice and solutions to help clients achieve their goals.
Before joining BMO Financial Group, Samir worked for a major financial services institution as a manager in investments and specialty products. Prior to that he was a financial planning manager, a position in which he focused on providing financial planning support to over 20 branches in the Montréal area.
Samir graduated from the École des Hautes Études Commerciales (HEC) with a Bachelor’s degree in Business Administration, prior to which he obtained another bachelor’s degree in marketing and international business. After university, he earned his Financial Planner designation from the Institut québécois de planification financière, completed the Canadian Securities Course, and completed several courses in the advanced graduate diploma (D.E.S.S.) taxation program.
Suzanne Desy, D.D.N., TEP, LL.B
Director, Tax Planning
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.
Director, Wealth Planning and Tax
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.