Our Team

For over 21 years, I have been managing the investment accounts of families and business owners to protect and grow their wealth. I take a meticulous approach to financial supervision to help my clients achieve their personal goals for retirement, investment and tax planning.

Mélanie is an investment representative and assists Sébastien. After graduating with a degree in accounting, she joined BMO and since 2007 has been occupying various positions at the bank. In 2017 she joined the BMO Nesbitt Burns family. Well acquainted with Sébastien’s approach and the products and services he offers, she is the main contact point that allows the team to provide an unmatched personalized service.

Samir has over 17 years of professional experience in financial planning and services as well as over 13 years in marketing and sales. He has consistently provided high-quality advice and solutions to help clients achieve their goals.

Samir is a graduate of the École des hautes études commerciales (HEC), holding Bachelor’s degrees in Business Administration and in Marketing and International Management. After university, he earned the Financial Planner designation from the IQPF and the TEP designation from STEP Canada, completed the Canadian Securities Course, and completed several courses in the advanced graduate diploma (D.E.S.S.) taxation program.

Suzanne is a member of the BMO Wealth Management specialized planning services team and works in the area of tax and estate planning. She advises high net worth clients and their families in achieving their goals by explaining complex tax concepts and helping them manage risks and identify opportunities.

After completing in-depth taxation courses with the Canadian Institute of Chartered Accountants, Suzanne worked for a chartered accounting firm with business owners and professionals on complex corporate, personal, and fiduciary issues. She has also been involved in corporate restructuring and business transfers. Suzanne has also worked for a major insurance company, where she was interested in tax planning and wealth management and developed custom solutions for wealthy business owners and families.