Our Team

Alexandre is a HEC graduate in Business Administration, Finance and has close to 26 years of wealth management experience, including 23 within BMO Nesbitt Burns. For him, financial advice is above all a matter of relationship. Building helpful, supportive and trusting relationships is the cornerstone of his practice. This is the spirit with which he guides his clients, mainly business owners and executives, as well as health professionals. Married and the father of two children, he practices functional training, runs and plays tennis in his spare time.

Frédéric joined our team in 2011 after an 18-year career in finance with the Bank of Montreal. A Business Administration graduate, Investment Advisor, and Financial Planner (IQPF), his holistic approach to wealth management takes into account every aspect of his clients’ lives, allowing him to meet all their needs with a single, integrated solution. On a daily basis, he helps individuals, professionals and families gain control over their finances and acquire savings habits that will enable them to build their wealth.

Building on 20 years of wealth management experience, François joined the team in 2021. After having worked as Vice President, Financial Planning with BMO, François joined BMO Nesbitt Burns in 2015 as an Investment Advisor to reconnect with his passion for customer service. A certified Financial Planner since 2007, François also holds a life insurance license. He leverages all areas of financial planning to help his clients reach their goals. A major junior hockey team captain, François is a fierce competitor who enjoys spending his free time with his spouse Julie and his two children.
 

Michel is a Business Administration graduate with more than 17 years of experience in financial planning and has joined our team in 2018. His mission is to help professionals and entrepreneurs build a comprehensive investment plan to grow their wealth with a consistent and customized approach. As passionate about travelling as he is about finance, Michel plans his destinations with a view to discover each country’s culinary delights and hidden treasures. An outdoor enthusiast, he makes the most of each season by practicing snow sports, hockey, golf, running and cycling.

Patrick holds a bachelor’s degree in business administration (finance) from the École des Sciences de la Gestion and completed his financial market training in the renowned Montreal Stock Exchange Trader program in 1998. Working in the financial industry ever since, Patrick has more than 25 years of experience serving high net worth families with two major financial institutions founded in Quebec, including 15 years with BMO Financial Group. Patrick is first and foremost someone who cares for the well-being of others. His role as Investment Advisor enables him to fulfill his deep desire to make a difference in people’s lives. He is actively engaged in the upbringing of his two young boys. A passionate cyclist, skier and runner, he enjoys practicing these sports at home and abroad! 

It is with great enthusiasm that David joined our team in 2022. A graduate of HEC Montreal in accounting, he holds the title of Chartered Professional Accountant (CPA) as well as the title of financial planner (F. Pl.)  He is passionate about the outdoors and spends his free time in the mountains enjoying each of the seasons. His strong interest in personal finance and customer service convinced him to join the wealth management industry. He wishes to support clients in the creation and management of their assets. According to him, a solid financial plan as well as rigorous savings are the basis of success.

Annie builds on her 20 years of experience to successfully coordinate the customer and administration services provided our team of Assistants. Reliable and dedicated, she is always happy to promptly and efficiently answer all your questions concerning your accounts and transactions.

Tania has been with BMO for 22 years now and joined BMO Nesbitt Burns in 2017. She is responsible for all administrative aspects of the business. Well organized and passionate about client service, she is always available to answer your questions on a daily basis. She can serve you in French, English, Italian and Spanish. She loves to cook and travel.
 

Jennifer has been a member of the BMO family for 11 years now. She is part of our team of Assistants who are happy to promptly and efficiently answer all your questions concerning your accounts and transactions.
 

Before joining BMO Private Wealth more than 6 years ago, Angela was a Manager, Financial Services at BMO Bank of Montreal for more than 11 years. Customer service is her business, and she is part of our team of Assistants who are happy to promptly and efficiently answer all your questions concerning your accounts and transactions

Karine has 22 years of experience in the financial industry including 6 years as Wealth Management Assistant. Dedicated to perform quality work, she will be able to guide you and assist you with all your administrative questions.