Bernard has been advising families and professionals for nearly 40 years in the management of their wealth. His approach is rooted in building long-term relationships based on trust and a deep understanding of his clients’ objectives.

Julia has over 5 years of experience in portfolio management within the institutional environment, with a focus on global investing and risk management. She brings a structured and analytical approach inspired by institutional asset management practices.

A CFA charterholder, Olivier brings over 15 years of experience in the financial industry. A member of the team since 2018, he contributes to portfolio construction and market analysis with discipline and rigor.

Since joining BMO in 2018, Olivier has played a key role in coordinating operations and overseeing client service activities. His unique background in both finance and professional culinary arts has shaped his strong organizational skills and attention to detail. His dedication to excellence and client service earned him BMO Quebec’s Annual Excellence Award in 2021 and 2025.