Claude Bastien

Senior Investment Advisor

Claude began his career at BMO Private Wealth in 1996. He earned his Bachelor of Science from Ottawa University in 1980, and then his MSc from Université de Montréal in 1983. Claude transitioned to BMO Private Wealth in 1996.

He has been devoted to helping our clients realize their unique goals and priorities for over 25 years.

While considering the specific financial situations of each client, Claude values a personalized approach in building relationships and supporting the client, every step of the way.

Claude in an avid Sportsman who never misses a day to stay in shape whether he is on his bike or running up the Mont Royal, he enjoys an active lifestyle which he deems essential to his long-term success.

Paul Younan, CIM®

Portfolio Manager

Paul began his investing career at BMO Private Wealth in 2005. He earned his BComm in Finance from Concordia University in 2003.

He has also attained the designation of Chartered Investment Manager (C.I.M), an industry standard for Portfolio Management and he’s also Options Licensed.

Paul is a licensed Portfolio Manager and the group lead in Managing, Monitoring and Reviewing the Group’s Model Portfolio approach.

He has a passion in spotting thriving secular themes in markets while providing a hands-on human approach with his clientele. He shares deeply the Warren Buffett approach of value investing.

Paul is married and a proud father of two young kids. In his free time, Paul loves to play Basketball and spend quality time with his children.

Nicole Gagnon

Administration Associate (Senior)

Nicole began her career at BMO Private Wealth in 1979. She’s one of the longest standing BMO employees in Quebec with more than 45 years of service!

She has successfully completed the Canadian Securities Course. Nicole is responsible for all administrative tasks for the group which entails, client onboarding, client requests and solidifying relationship. Nicole has been working closely with Paul for the last 20 years and Claude for the last 24 years. She is one of the most experienced Senior Administration Associate in the firm. Clients are very grateful for her attention to details, diligence and prompt response to their requests.

Our Partners

 

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Samir Zehlawi, F.Pl., BBA

Director, Wealth Planning

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.