Our Team

Mathieu Larivière, F.Pl., FCSI

Senior Portfolio Manager, Senior Wealth Advisor

Mathieu Larivière has been providing investment and financial advice since 2001. Now a Portfolio Manager with Groupe Larivière of BMO Nesbitt Burns, Mathieu leads a team focused on serving the complex needs of successful families, business owners, and doctors. 

Through a family-office approach, Mathieu and his team serve as stewards of captial, emphasizing risk management tactics and the integration of specialized insight from a network of internal and external subject matter experts. 

Over the years, he has attained some of the highest credentials, including the designation Fellow of the Canadian Securities Insittute (FCSI®) and appointment to the BMO Nesbitt Burns National Advisory Council (from 2016 to 2019). He has also occupied the role of Assistant Branch Manager for BMO Nesbitt Burns’ McGill Branch for two years (from 2018 to 2020). He holds a B.Sc. in Economics from the University of Ottawa and a Certificate in Financial Planning from the University of Québec in Montréal.

Pierre-Luc Houle, CIM, FCSI, BBA

Investment Advisor

With over a decade of experience in financial services, Pierre-Luc Houle is an Investment Advisor with Groupe Larivière. His focus is to deliver personalized and integrated financial advice, so that for each client, as little as possible is left up to chance.
 

In addition to Pierre-Luc’s industry experience, he also brings an extensive educational background to his current role. A graduate of the University of Laval, he also holds the Certified Investment Manager (CIM®) designation and has been named a Fellow of the Canadian Services Institute (FCSI®), one of the most prestigious titles available to Canadian wealth advisors. He is currently in the process of completing his IQPF financial planning designation.

Pierre-Luc’s focus on disciplined, holistic advice is integral to the team’s commitment to wealth stewardship for each client.

David Heng, BBA

Investment Advisor

David Heng joined BMO in 2016 and has been providing financial advice at both the retail and Private Banking levels. Throughout his career, he has developed a great passion for solving and optimizing complex wealth management challenges for his clients. Now as an Investment Advisor with Groupe Larivière at BMO Nesbitt Burns, he can fully exercise this passion by dedicating his financial expertise to the needs of business owners, professionals and their families.


David graduated from HEC Montreal with a Bachelor’s degree in finance and is currently pursuing his Chartered Financial Analyst (CFA) designation, as a candidate for the CFA level III exam in May 2021.

Vanessa Frenna, B.Comm. (Fin)

Investment Representative

Vanessa has been working at BMO since 2015. While working, she pursued her education and obtained a Bachelor of Commerce degree from John Molson School of Business, with a major in Finance.

Vanessa has a very important role in our team as she assists our clients with all of their administrative needs and questions. She is responsible for the day-to-day administration of our clients' accounts, any updates to be made to those accounts, the transferring of securities and liquidity from other financial institutions, and all that is related to customer service. She is proactive and very dedicated to our clients.