Jean-Guy Boutin, CPA

Portfolio Manager, Senior Wealth Advisor

Jean-Guy is the senior advisor of Groupe Jean-Guy Boutin and his primary role within the team is that of portfolio manager.

A career marked by success often means a professional journey supported by diplomas and certificates. Jean-Guy holds a diploma from the University of Sherbrooke in Business Administration, he is a member of the Order of Chartered Accountants of Quebec (CPA) and also a member of the Financial Security Chamber (CSF) as a personal insurance licence holder. Jean-Guy was one of the first holders of the title Portfolio Manager in Canada.

 

He is a sports lover of all kinds (hockey, golf and cycling). One of his secret hobby is that he is a Gentleman Farmer in his spare time. He has 3 children and 4 grandchildren. Every Sunday evening, the family gathers at his table.

 

In conclusion, Jean-Guy is passionate about everything he does and touches. For him, average results are not satisfying. Excellence is always the target.

Martin Wickham, BAA

Senior Investment Advisor

Martin has been an Investment Advisor since 2009. Prior to that, he occupied several financial management jobs for almost 20 years. He has a Bachelor of Commerce degree in Finance from the Université du Québec à Montréal and is licensed as a Financial Security Advisor.

 

He was born in Cowansville and still lives there today with his wife Marie-France and their three kids; Catherine, Philip and Frederick. Martin is somewhat of a sports nut and plays hockey, golf and a little tennis. He's also heavily involved in amateur sports as a coach in hockey and soccer.

Michael Champagne, MA, CIM

Associate Portfolio Manager

Michael obtained his master’s degree in economics from Laval University in 2008, then worked as an economist at Industry Canada for almost three years. Michael joined the team in the mid-2011 and his expertise in market monitoring has been more than useful. In addition to providing investment advice and reviewing portfolios, Michael participates in client development.

 

His professionalism, his ability to make understanding the world of finance accessible to clients, his dynamism and his ease in talking to people make him an important asset for the team.

Mélissa Boutin, CIM

Associate Portfolio Manager

Mélissa holds a bachelor’s degree in business administration as well as the title of associate portfolio manager. In 2014, during her university studies, she joined the team to elevate marketing strategies and communications.

 

Since 2017, Mélissa has worked as an associate advisor and helps create an exceptional experience for our clients. Determination, perseverance, and the quest to always improve are some of Melissa’s qualities. We observe this in the work she does with her clients, in portfolio management, but also in her sporting career! Throughout her professional career, she has developed as an equestrian athlete at the international level.

Marc Lupien Lafleur, CIM

Associate Portfolio Manager

 

Marc has a Bachelor's degree in teaching as well as several additional certificates in administration. He also holds the title of  Associate Portfolio Manager. After starting in the banking sector in 2013, he is currently working to obtain his master’s degree in business administration (MBA).

 

Characterized by his versatility and interpersonal skills, he has experience in several spheres of the sector: Advisor, Manager (Director), Compliance, Recruitment, etc. Having been a member of the management of the Nesbitt Burns office in Sherbrooke for 3 years, Marc joined our team in 2020 as an associate advisor.

 

He knows how to distinguish himself thanks to his eloquence and the honest pleasure he takes in being in contact with clients.

Sandy Paradis

Administrative Assistant

In costumer service business since 1990, Sandy has been part of our team since 2001. Our clients greatly appreciate her professionalism, enthusiasm, and joyful personality when she answers their calls.

 

Sandy is the person who manages all the administrative side of client accounts. Clients never hesitate to call her since she can provide a quick and reliable answer to their questions.

 

Given her extensive experience in the industry, Sandy is often a mentor to newcomers at BMO Nesbitt Burns, in addition to being the recipient of numerous awards of excellence for the quality of her service.

Our Partners

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Vicky Masson, MBA

Private Banker

Vicky is a private banker at our Brossard office. She works with a team of dedicated professionals who coordinate their efforts to help her clients take full advantage of all their wealth opportunities. Vicky joined BMO Private Banking in 2018 and has 22 years of experience in the financial sector. She has expanded her knowledge while holding various roles at two financial institutions. She holds an MBA from Université de Sherbrooke.

 

Her objective is to offer her clients comprehensive, personalized solutions and resolve financial headaches using coordinated and proactive wealth management plans. Vicky knows how to manage the intricacies and subtleties of wealth management and give clients the confidence that they will achieve their goals.

 

Vicky works with her BMO Private Wealth colleagues to develop integrated solutions that allow her clients to achieve their personal wealth management goals.

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Pamela Lambourne

Private Banker

As a BMO Private Banker, Pamela Lambourne comes to the aid of our Private Wealth professionals. She offers comprehensive and personalized private banking
services to help customers optimize their finances.


Pamela has been with BMO since 2006, holding positions in financing, relationship management, direct banking and financial services. Backed by strong financial planning and financing knowledge and a wide range of products and programs, she designs personalized banking solutions based on customer needs, including financing services and small business solutions.

 

She is adept at developing proactive solutions that save time, identify inefficient financing, and maximize after tax returns.

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Olivier Paquin

Director, Tax Planning

Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.

Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.

Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.

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Zeina Khalife

Director, Wealth Planning and Tax

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.