Martine Tetreault, F.Pl., FCSI, CIM
Wealth Manager, Senior Investment Advisor
Martine Tetreault has been an Investment Advisor with BMO Nesbitt Burns since 2001. Including the past fifteen years at Nesbitt Burns, she has more than 20 years experience as an entrepreneur.
Her personalized approach and her rigorous work ethic have permitted her to create strong bonds with her clients in order to better tend to their needs.
She studied administration at the University of Sherbrooke and holds a certificate in Financial Planning from the Université du Québec à Laval. She is also certified as a CIM (Canadian Investment Manager) and has earned the FCSI (Fellow of the Canadian Securities Institute) distinction. She’s also specialized to become wealth manager. She graduated with honours from the Canadian Securities course and actively pursues ongoing professional studies in order to stay abreast of world events and pertinent changes that may affect her clients’ goals.
On a personal note, she enjoys playing golf, jogging, traveling, and reading. It is very important to her to give back to the community.
Valérie Parent, CIM
Associate Investment Advisor and Porfolio Manager
Valerie graduated from the Université du Québec à Montréal (UQÀM) with a Bachelor of Commerce in Finance. She joined BMO Nesbitt Burns in June 2006. She successfully completed the Canadian Securities Course as well as the Conduct and Practices Handbook Exam. Dynamic and organized, Valerie is an associate financial advisor with strong aptitudes for communication and multitasking skills. She works actively towards the research of investment strategies and innovative solutions to help clients in achieving their financial goals. Her motivation, hard work and devotion are key values that contribute to client satisfaction.
Melanie joined our team in march of 2021. Strong from her 14 years experience in the banking industry as a financial services representative and manager for a top tier bank, Melanie also completed both her Invesment Funds Course (IFIC) and the personal financial services advice course from the Canadian Institute of securities.
She plays a major role in our team as she is the first point of contact for all administrative questions our customers may have.
Claire recently celebrated 30 years of career with BMO. Prior to joining our team, she held numerous positions in BMO's bank branch network, including more than 20 years as an assistant manager. Claire completed her Invesment Funds Course (IFIC). She will work closely with our team to support us and our clients in daily task management.