Welcome to the family!

 

BMO Private Wealth. Stronger together.

BMO Nesbitt Burns and BMO Private Banking have now joined forces to become BMO Private Wealth. The professionals of one of North America’s largest full-service securities firms and Canada’s best private bank now comprise a dream team to help customers grow, protect, and transfer their wealth. That combined team can together give you the best advice, developing and implementing a comprehensive plan to make sure you and your family can enjoy the life you’ve built, worry free. You get access to all the ideas and resources of the expert team at BMO Financial Group, a recognized leader in investment counseling and wealth management. It’s that very dependability, vision, and thought leadership that have built our reputation for 200 years.

 

A family affair.

The Patry Group is all about family—Dominique and I have been partners in life and in business for more than 30 years and can look back with pride on all we’ve accomplished. A few years ago the team expanded with the addition of our two sons. We’re fortunate in having a second generation that can take over. Under Dominique’s supervision, they’re taking an active role in portfolio management. We make decisions as a team and our customers, too, are part of the family. For us, good wealth management is essential at all ages, which is why we offer our services not just to our customers, but also to their children and loved ones.

 

We believe that each and every one of you deserves attentive, consistent, outstanding service that meets your individual needs. Our disciplined, exclusive, multigenerational approach is designed to enhance your financial well-being and guarantee your peace of mind

 

Dominique
Patry

Senior Wealth Advisor

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Philippe
Patry

Investment Associate

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Chantal
Beaulieu

Investment Associate

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Shirley
Nei

Investment Advisor  

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Charles
Patry

Investment Associate

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