Our Partners

Sylvie has been with BMO Bank of Montreal for more than 20 years, spending several years working in the branch network as Financial Services Manager and Branch Manager. In March 2015, Sylvie joined the BMO Private Banking team and, since January 2016, she has been a Private Banking Manager dedicated to providing services exclusively to BMO Private Wealth clients. Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with customized strategies.

Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, an exemplary service is based on mostly intangible qualities, such as sincerity, solid relationships and respect. Her dedication and integrity are reflected in her desire to provide high quality private management solutions that are worthy of our distinguished clients' trust.

Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.

Zeina advises high net worth families, professionals, and entrepreneurs on specialized estate, tax, and insurance solutions. She is known for her ability to simplify complex matters and deliver practical, well informed strategies related to wealth transfer, new family wealth, tax planning, and philanthropy. Zeina joined BMO in 2011, following several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

Danielle is a national leader in philanthropic advisory services, providing strategic guidance to affluent individuals, families, and business owners on charitable giving, Donor-Advised Funds, and private foundations. Drawing on more than 25 years of experience across Canada’s charitable sector, Danielle helps clients design and implement impactful philanthropic strategies that align with their values, financial objectives, and legacy aspirations. Recognized for deep expertise in philanthropy, charitable governance, and strategic granting, Danielle partners with clients to navigate complex giving decisions and maximize the effectiveness of their charitable investments.