BMO Nesbitt Burns
1501 avenue McGill College
Financial Security Advisor, Vice President
Jean-François provides insurance solutions for Canadian investors to enhance their wealth. He has been with BMO since 2014 and has worked with National Accounts for over 12 years, contributing in helping high-net-worth and ultra-high-net-worth individuals and families maximize their estate, realize substantial tax savings and ensure continuation plans for their business.
Jean-François has a thorough academic background and has accumulated over 20 years’ experience in the financial services industry.
Working closely with your advisor, Jean-François employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Sylvie Roy Pl. Fin.
Sylvie has been with BMO Bank of Montreal for more than 20 years, spending much of that time 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 of 2016, has been dedicated to providing private banking services exclusively to clients of BMO Nesbitt Burns.
Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with personalized strategies. Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, the cornerstones of exemplary service are qualities that are, for the most part, intangible 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. Please speak with your advisor if you would like to know more about Sylvie's service offering. Member of the Institut Quebecois de planification financiere
Marie Pier Thivierge, LL.B., D.D.N., M. Fisc., Pl. Fin.
Wealth Management Consultant, HNW, Wealth Planning Enterprise
As a member of the Wealth Management Consulting team, Marie Pier works jointly with advisors and their high net worth clients. Together, Marie Pier helps them to target their current and future objectives and needs. Supported by the specialized team of BMO Nesbitt Burns, Marie Pier assists clients to reach their financial objectives by designing a wealth management plan.
Clients benefit from her wide knowledge in tax, estate, trusts and tax and estate planning and receive a global outlook of their situation. Her legal, tax and financial approach gives a global outlook of the client situation.
Before joining BMO Nesbitt Burns, Marie Pier gained over six years of professional experience in tax and legal field within national accounting and legal firms.
Marie Pier is a member of ‘Chambre des notaires du Québec’ and ‘Institut québécois de planification financière’. She holds a Bachelor of laws, a Graduate Diploma in notarial law and a Master of Tax. She is a member of the ‘Association de planification fiscale et financière’, Canadian Tax Foundation and Canadian Bar Association.