Sylvain Brisebois, CIM, FCSI, CFP, FMA, CIWM
Senior Portfolio Manager
Sylvain is a Senior Portfolio Manager at BMO Nesbitt Burns. He joined Nesbitt Burns in 1995 upon graduating with Honours from the University of Ottawa with a Bachelor of Commerce degree specializing in Finance and Accounting. He brings a high level of energy to the team as well a genuine desire to help clients effectively manage their wealth. His keen analysis and disciplined approach keep him abreast of relevant issues.
He and wife Sonia live in Orleans and enjoy spending time at the cottage with their children.
Natalie Bois-Gagné, CFP, PFP, FMA
Wealth Advisor,Financial Planner
Natalie has worked in the financial planning and investment industry for over 20 yrs. She is an accredited Wealth Advisor and has completed the requirements for a number of professional credentials including CERTIFIED FINANCIAL PLANNER® , Financial Management Advisor (FMA) and Personal Financial Planner (PFP).
Natalie works with Sylvain to manage your overall wealth plan to ensure that all of your financial and life management requirements are expertly addressed. She coordinates financial planning and works closely with your tax and legal counsel with the common goal of providing you with peace of mind. Her enthusiasm and professional approach make her a key component of the success and productivity of our team. She is genuinely committed to offering you superior service and advice. Natallie lives in Kanata with husband Dan and enjoys traveling and spending time at the cottage.
Vincent Baulne-Charland, CFA, CFP, CIWM
Associate Portfolio Manager
Vincent works with Sylvain to develop and execute the team’s investment strategies. He gathers and analyzes industry, financial, macroeconomic, technical and company specific data, alongside internally-generated data, to develop a medium to long-term vision on the economy and financial markets.
Before starting his professional career, Vincent was recruited to play at an elite prep school in Greenwich, Connecticut, before joining the men’s varsity hockey team at the University of Ottawa. He is a Futurpreneur Canada mentor, supporting young entrepreneurs in the development of high-impact small businesses.
Vincent earned a Bachelor of Commerce degree with a specialization in Finance from the University of Ottawa Telfer School of Management with Honours (Magna Cum Laude) and is a CFA charterholder. Vincent continues to play hockey in his spare time and enjoys playing tennis and golfing.
Senior Sales Assistant
Marie-France is responsible for organizing our meetings and events. She works diligently to offer you exceptional and consistent client service. She has worked in the financial services industry since 1997 and her wealth of experience and attention to detail make her an important asset to the team.
Marie-France has acquired the following financial certificates: Canadian Securities Course (CSC), Investment Funds Institutes of Canada (IFIC), Professional Financial Planning Course (PFPC) and Wealth Management Essentials (WME).
Marie-France and husband Chris live in Greely and spend most weekends watching their son Alex play hockey.
Keitha is responsible for responding to your requests regarding fund transfers and preparing required files and documentation. She is focused on providing you with an exceptional client experience. Keitha graduated from the University of Ottawa in 2014. She worked in the financial services industry throughout university and has continued to grow within the industry.
Keitha is a licensed Investment Representative and has completed the Derivatives Fundamentals and Options Licensing Course. Her eagerness to learn and attention to detail make her an important asset to the team.
Keitha lives in Ottawa and enjoys biking, skiing, hiking, reading and traveling.