Nos Partenaires

C’est la passion des relations humaines qui motive Caroline dans l’exercice de ses fonctions. Elle
se fait un plaisir de visiter ses clients dans leur environnement afin de mieux les comprendre.

Fidèle à BMO depuis plus de 25 ans, Caroline Tremblay devient Banquière privée à Québec en
2011. Forte de son expérience en gestion des ressources humaines pendant plus de 15 ans, elle
apprécie le contact personnalisé avec la clientèle privilégiée de la BMO. Ses expériences de
travail en tant que Directrice de succursale à diriger des équipes de conseillers l’ont bien
préparé à mettre au profit de notre clientèle. Caroline a comme objectif de créer un impact
significatif dans la vie de ses clients en les accompagnants dans leurs affaires bancaires au
quotidien et lors de l’établissement de structure de financement parfois un peu plus complexe.
Elle est à l’écoute des besoins de ses clients, elle questionne afin de déterminer ce qui est
important pour eux, leur famille et leur succession.

Mireille is a curious person who is always eager to learn. Thanks to this natural curiosity, she has acquired knowledge in areas related to her financial planning work that make her an accomplished advisor. As a marathon runner, she loves meeting challenges. With her results-oriented approach, she sees each of her clients as unique and strives to present them with a clear picture of their situation and how they can achieve their goals.

Mireille has worked in a variety of fields. She began her career in property and casualty insurance while pursuing academic studies in financial services. Before going into banking, she was an exchange trader, thus gaining an understanding of how the stock market works. After five years working as a financial planner, Mireille left the sector for the construction industry (administration, negotiations, accounting, appraisal), which gave her insight into the realities of entrepreneurs. She has returned to wealth management and now feels much better equipped to advise her clients.

Chantal is a member of the BMO Wealth Management team as a Director, Estate Planning. Chantal assists high-net-worth clients in developing their customized estate plans. Chantal helps to ensure that the legal documents her clients put in place reflect their reality, their needs, and their objectives while maximizing their estate value and asset protection.

Chantal is a member of the Chambre des notaires du Québec. Prior to joining the BMO Private Wealth planning team, Chantal gained hands-on experience in the administration of estates, trusts, and protection regimes with BMO Trust Company.  Previously, Chantal worked as a notary in a private practice where she also settled estates and worked on non-contentious legal proceedings. This experience gave her a practical perspective on estate planning and equipped her to anticipate possible issues and propose effective solutions.

Chantal holds a Bachelor of Laws (LL.B.) degree and a Graduate Diploma in Notarial Law (D.D.N.) from Université de Sherbrooke. She is currently completing a specialization program in order to earn the Trust and Estate Practitioner (TEP) designation.

Building relationships with clients is paramount to becoming a trusted advisor. Mathieu’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Mathieu provides guidance to private business owners and families in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Prior to joining BMO Wealth Management in 2018, Mathieu has over 10 years of experience with national and Big 4 accounting firms. Working within the M&A Transaction services Group, he advised private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million on all aspects of the M&A transaction process, from the initial analysis of financial and operational performance to the closing of the transaction (i.e. divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations). Other areas of experience include corporate restructuring and insolvency, financings, and corporate audits.

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.

Raphaelle offers BMO’s high-net-worth clients personalized wealth planning advice.  After identifying each client’s needs and goals and analyzing their personal and financial situation, she develops an appropriate plan that highlights the implications of financial, tax and estate planning and of business succession. Raphaelle draws on the skills she has acquired in a financial institution and an accounting firm to design quality wealth plans that raise her clients’ awareness of potential risks and opportunities.

Raphaelle joined the BMO Wealth Management Team in August 2018. She began her career in 2010 as a personal financial advisor with another financial institution. This experience provided her with in-depth knowledge of the financial products offered by financial institutions and enabled her to develop her financial advisory skills with a diverse clientele.

After completing her master’s degree in taxation in 2013, Raphaelle joined the tax team of Deloitte Montréal, the internationally renowned professional services firm. Over the course of her career at Deloitte, Raphaelle gained a wide range of experience in tax planning, corporate restructuring, mergers and acquisitions, and tax compliance for individuals and businesses.

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.