Our Team

Guillaume Dulude

Investment Associate

Guillaume is known for his reliability, professionalism and for being entirely dedicated to his clients.
 
Before joining BMO Private Wealth, he traveled extensively to Asia and Africa to meet with successful high net worth individuals and help them put in place complex investment strategies to preserve their family’s wealth.
 
Guillaume has spent over 7 years working with successful businesspeople and provides superior support to his clients by leveraging his colleagues’ expertise and BMO group vast resources. Together with his financial knowledge, his experience as a commercial banker provided him with a deep understanding of the opportunities and risks inherent to a vast array of financial sectors as well as the skills required to clearly identify the financial needs of entrepreneurs and professionals.

He prides himself in his ability to develop long lasting relations and by bringing tailored solutions to his clients.

Guillaume holds a Bachelor of Business Administration degree from Ottawa University and has started his investment career by offering private equity, hedge funds and other alternative investments solutions to his clients.

Simon Rouleau, CAIA

Conseiller En Placement

Having spent over 11 years working with local and international high net worth investors, Simon is known for his trustworthiness, for ensuring a seamless journey to his clients and for sharing his professional insights with passion.
 
He draws on his extensive multidisciplinary experience and in-depth knowledge of customers, predominantly entrepreneurs, high executives and professionals to provide customized financial solutions and tackle challenges with an innovative approach. As a result of his frequent overseas travel in Africa, the Middle East, Asia and Europe where he was responsible for managing relationships with clients and financial partners, he has developed a clear understanding of global financial markets and risk factors affecting families lives and businesses operations worldwide.
 
Simon has been awarded the title of Chartered Alternative Investment Analyst (CAIA) and holds a Bachelor of Business Administration degree from HEC Montreal. He is also very passionate about wealth management and is continuously seeking to expand his knowledge in the field to help meet his clients’ high expectations.
 
He is a globetrotter, a rock climber and a cross-country ski enthusiast. But most importantly, he has a deep love for his family and a true business ethic!