Meet our team

Stephane has been in the financial industry for over 20 years. He joined BMO Nesbitt Burns in 2000.  Stephane is the leader, chief strategist and portfolio manager for the team.  Clients meet with him to thoroughly assess their wealth planning needs and objectives, integrating client goals with investment and wealth solutions. He specializes on the strategies and solutions for clients in order for them to retire with comfort, structure their assets tax-efficiently, organize their estates to recognize their wishes and protect their families.

Gregory joined BMO Nesbitt Burns in 2017 and our team in 2022. Gregory is an Investment Advisor and in collaboration with Stephane, handles investment solutions and model portfolio execution for our clients, including wealth management services.

In collaboration with Stéphane Barbeau, Micky handles the financial planning solutions for clients, taking into consideration their unique needs.  She joined BMO Nesbitt Burns in 1999 from the banking industry and works closely with Wealth Management partners to assist clients with their financial needs.  Given her in-depth knowledge of the financial industry as a whole Micky oversees all aspects of the Barbeau team.

Radka completed her studies in Law but quickly found an interest for the investment industry. She started with BMO in 2014 and joined our team in 2019. With Stephane’s guidance, Radka handles investment solution strategies and the implementation of our client’s investment portfolios as well as wealth management needs. She also assists Stephane with our famous weekly newsletter.

Max joined the team in early 2025, bringing a strong foundation in investment analysis. He began his career as an analyst at a mutual fund company in Toronto, where he covered stocks, bonds and portfolio construction while earning the Chartered Financial Analyst (CFA) designation. He then returned to Montreal to work with individual investors, driven by his passion for financial planning and the personal side of wealth management.

Outside of work, Max is an avid chess enthusiast and enjoys exploring new restaurants.

Marilena joined BMO over 15 years ago and the Barbeau Team in 2018. She works closely with Stephane to implement our client servicing model and ensures client expectations are met.  Her experience in the banking industry enables her to apply an integrated and personalized approach with our clients

Jessica joined our team in 2013. She handles client service-related requests and manages special projects for the team.  She is responsible for client onboarding and client communication and has a “can do” attitude that clients love and appreciate. She also assists with back office and administrative support.

Cristina joined BMO Nesbitt Burns in 2020 and our team in 2022. Along with Jessica and Lisa, Cristina handles back office administrative tasks and provides support to our clients daily, emphasizing on customer service satisfaction

Lisa joined BMO 10 years ago and our team in 2022. With a comprehensive knowledge of BMO’s banking system and procedures, she works closely with BMO partners to enhance client experience.  She also handles administrative tasks and the team’s marketing material.