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Toll Free: 1-800-363-6732
1501 avenue McGill College
BMO Capital Markets Research Team
Our portfolio management efforts are supported by BMO Capital Markets’ (institutional arm of BMO Nesbitt Burns) top rated research department. In its most recent survey, Brendan Wood International1, an independent consulting firm, has ranked BMO Capital Markets Research the number one research team in Canada, continuing BMO’ Nesbitt Burns long tradition of excellence in research. BMO Capital Markets has been ranked first in research in every BWI survey since 1980, which represents 29 consecutive years of commitment to being the leader in Canadian equity research.
BMO Capital Markets’ Research Department is the largest in Canada and has an excellent track record for identifying winning companies. Known for its independence and innovation, the department aims to be the leading provider of Canadian investment research.
Portfolio, Action & Research Team
Our investment team also benefits from the screening and pre-selection process of the Portfolio, Action & Research Team equity specialists. Not only do they constantly provide investment ideas but they are also a useful source to give us a second opinion and access to timely information on the various companies covered by the research departments.
Raymond A. Busato, CFA - Canadian Equity Specialist
Luigi Di Pede, US Equity Specialist
BMO Nesbitt Financial Services
The estate planning process is supported by our internal specialists.
Tax and estate specialist:
Jean Richard, LL.L, Fin. Planner, TEP - Will and Estate Planning Consultant - Me.
Jean Richard has developed a valuable expertise in taxation, estate, tax, and financial planning. Thanks to the experience gained in private cabinet and with the public service commission in commercial, civil law, and tax law matters, Jean brings an additional insight to wealth management analysis. Member of BMO Nesbitt Burns since 2001, he has completed a master degree in International Taxation to better serve our clients.
Marie Pier Thivierge notary, LL.L., D.D.N., M.Fisc., Fin. Planner - Wealth Management Consultant, HNW, Wealth Planning Enterprise;
As a member of the Wealth Management Consulting team, Marie Pier works jointly with advisors and their high net worth clients. She provides support and direction on complex issues such as retirement, tax planning, cash management, estate and gift planning, business succession, transition planning and philanthropy.
Marie Pier holds a Bachelor of laws, a Graduate Diploma in notarial law and a Master of Tax. She is a member of the ‘Association de planification fiscale et financière’, Canadian Tax Foundation and Canadian Bar Association.
BMO Capital Markets is a trade-mark of Bank of Montreal, used under licence.