A Depth of Experience

"Individual commitment to a group effort, that is what makes a team work, a company work, a society work, a civilization work.” - Vince Lombardi







Stéphane Rochon
Chief Investment Strategist, BMO Capital Markets

Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team's publications.







Brian Belski
Chief Investment Strategist, BMO Capital Markets

Brian brings more then two decades worth of experience to the industry, distributing proprietary strategy and portfolio strategy publications for institutional and retail clients. As part of the Industry Leading Equity Research Team he is an invaluable asset to the private client division.







Tony Stephens
Estate & Insurance Advisor, Vice-President
BMO Nesbitt Burns Financial Services Inc.

Tony Stephens has over 24 years of experience specializing in insurance and estate planning strategies and joined BMO Nesbitt Burns Financial Services Inc in 1997. Before joining the firm, Tony held management positions at a leading commercial bank. In 1985, Tony started an estate and insurance consulting practice advising professionals and business owners. When Tony is not working he enjoys golfing, woodworking and travelling with his wife and children.