Meet the Team

Patrice Moussalli has been in the financial industry since 2003. He started his career, as junior associate, with Berskshire Investment Inc and became fully licenced advisor in 2005. Prior to joining BMO Nesbitt Burns, he worked with Scotia bank/securities Inc where he helped his clients achieve their financial goals. His attention to detail, listening skills and empathy are symbols of his appreciation to his clients.
Patrice is Chartered Investment manager (CIM®) designation holder since 2013 and Follow of CSI (FCSI®) since 2017. 

Alex began his career at the Bank of Montreal in 2010. Over the years he has held several roles which has allowed him to refine his knowledge of the bank’s operations and of customer relationship management. Prior to joining BMO Private Wealth in 2021, Alex gained experience working in the Customer Contact Center, Capital Markets, and the retail branch network.

As a Private Banker, Alex helps professionals, executives, and entrepreneurs with personalized banking and borrowing solutions available exclusively to BMO Private Wealth clients. He does so by understanding individual needs which helps his clients achieve their financial objectives, save time, and simplify their lives.

Throughout his career, Alex has built a reputation as a banker who values transparency, earns trust, and is consistent in delivering the highest level of customer service. He sets himself apart from other bankers through his attention to detail and by leveraging his extensive banking experience.

As one of the dedicated Associate Private Bankers for BMO Private Banking, Pamela acts as an extension for Nesbitt Burns advisors. She offers personalized, comprehensive private banking services to help optimize her clients’ finances.
Pamela has worked with BMO since 2006. She has held roles in lending, relationship management, direct banking and financial services. With financial planning knowledge and access to an extensive suite of products and programs, she designs banking solutions customized to each client’s needs, including a wide range of lending services as well as small business solutions. She also offers proactive ideas to help save time, identify inefficient debt and maximize after-tax returns.
“Whether you’re purchasing a secondary property or helping your children purchase their first, whether you need a wealth creation strategy or you’re looking for traditional banking services, I will work to find the best solution for you.”

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.

Samuel graduated from École des Sciences de la Gestion and holds a bachelor’s degree in finance and administration.

He has been in the financial industry since 2022 as an Administrative Associate and is fully licensed.

Fluent in both French and English, he provides comprehensive support to ensure smooth and efficient operations.