Our Partners

Mireille is a curious person who is always eager to learn. Thanks to this natural curiosity, she has acquired knowledge in areas related to her financial planning work that make her an accomplished advisor. As a marathon runner, she loves meeting challenges. With her results-oriented approach, she sees each of her clients as unique and strives to present them with a clear picture of their situation and how they can achieve their goals.

Mireille has worked in a variety of fields. She began her career in property and casualty insurance while pursuing academic studies in financial services. Before going into banking, she was an exchange trader, thus gaining an understanding of how the stock market works. After five years working as a financial planner, Mireille left the sector for the construction industry (administration, negotiations, accounting, appraisal), which gave her insight into the realities of entrepreneurs. She has returned to wealth management and now feels much better equipped to advise her clients.

Hélène Rodrigue holds a certificate in business administration from Université Laval, and is a graduate of the Institut québécois de planification financière (IQPF). She has also successfully completed the Canadian Securities Institute's Financial Planning course.

Involved in the financial world for more than 25 years, she has specialized in wealth management for professional clients, and has distinguished herself through her exceptional professionalism in customer support. 

With BMO Private Wealth Management since January 2022, Ms. Rodrigue and her multidisciplinary team guide clients through the financial planning and decision-making process.

Having more than twelve years of experience in the banking sector, I have had the opportunity to work in different positions, including consulting services, branch management, and as a private banker for the last 4 years. I am also a holder of a bachelor's degree in industrial relations from Laval University, as well as a certificate in financial planning from the CIFP. Having high standards for myself and especially for our clients, I make sure to offer a service worthy of their achievements. Thanks to my in-depth knowledge of banking services and credit, I can advise you on more complex business structures by developing innovative, personalized, and flexible wealth strategies.

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.

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.