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.
BMO offers a wide range of products and programs through which we provide customized solutions meeting the current banking needs of clients while developing a plan to optimize their finances.
Our work with BMO Private Wealth clients covers all aspects of banking services, whether you want to purchase a property, help your children buy their first home or simply need traditional banking services.
Samir Zehlawi, F.Pl., BBA
Director, Wealth Planning
Samir brings with him over 14 years of professional experience in Financial Planning and Financial services and over 13 years in Sales and Marketing where he always provided high-quality advice and solutions to help clients reach their goals.
Prior to 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 manager of financial planning, where he was focused on providing Financial Planning support to over twenty branches in the Montreal region.
Samir graduated from École des Hautes Études Commerciales (HEC) with a bachelor’s in business administration, prior to that he obtained another bachelor’s in marketing and international business. Post University he obtained his IQPF designation, he has his CSC and completed several courses in Taxation.
Suzanne Desy, D.D.N., TEP, LL.B
Director, Tax Planning
After completing her CICA in-Depth Tax Course, Suzanne worked for an accounting firm where she advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. She also provided tax planning assistance on many corporate reorganizations, and business transfers. Suzanne also worked for a major Canadian life insurance company where she focused on tax planning and wealth transfer strategies by developing and presenting sophisticated and customized wealth solutions for business owners and high net worth families.
Her 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.
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.