Our Team

François-Étienne and his team at your service

 

I personally carry out every analysis and devise every strategy, but you can also count on my assistant and a few specialists to provide you with exemplary service.

Francois-Étienne Levesque

Investment Advisor, Financial Planner

François-Étienne Levesque is a financial planner and tax specialist. He is able to leverage his academic background and 10 years of experience to serve entrepreneurs, professionals, and wealthy retirees in Greater Montreal. Over the years he has realized that many well-off clients have not taken advantage of tax-saving strategies in their planning and investment strategies. That’s why he’s pursued a master’s degree in taxation and made this a pillar of his service offering. He is a member of the Institut québécois de planification financière (IQPF), the Chambre de la sécurité financière (CSF), the Autorité des marchés financiers (AMF), and the Association de planification fiscale et financière (APFF).

Nairy Poulus

Sales Assistant

Nairy has worked in customer service for about ten years. In 2021, she joined the BMO team. She began her career in the call centre and later at BMO Commercial Bank before becoming François-Étienne Levesque's assistant at BMO Nesbitt Burns.

 

Navigating in several BMO divisions has allowed her to learn about the company's varied workings and services, as well as the specific needs of clients for whom she provides outstanding customer service.

 

She is a polyglot who speaks four languages and has a Bachelor of Translation degree from Concordia University. She has been playing the violin since the age of six, and she is a member of an Armenian folk dancing group.