Joëlle Mulombo

Bilingual Investment Advisor

Tel: 416-359-5970
Toll Free: 1800-227-9842


BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

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My Unique Value Proposition

My Unique Value Proposition: coach you in wealth management 

Who am I?
  • ​I am a result-oriented Bilingual Investment Advisor driven by a genuine passion to coach you to THINK WEALTH MANAGEMENT.
Who do I do?
  • ​Help you grow, preserve and transition your wealth efficiently to the next generation.
Why do I do it?
  • ​I am a people person with an entrepreneurial mind. As a coach in wealth management, my role enables me to build strong relationships with you while helping you achieve your financial goals. 
How do I do it?
​​To me, a skilled investment advisor who coaches you in wealth management is one who:
  • Listens attentively
  • Conducts in depth conversations to discover what is important to you, your family and your business 
  • Understands your investment objectives, risk tolerance and wealth management goals
  • Gains a complete picture of your personal and financial situations 
  • Promotes a consistent approach to managing your wealth by recommending when appropriate both the development of a Wealth Plan and BMO's most comprehensive investment solution, the Architect program
  • Helps you develop a customized and dynamic wealth plan 
  • Connects you to a team of experts in Lending, Estate Planning and Insurance to help you further manage your wealth 
Who do I do it for?
Areas of expertise
  • ​Business Owners
  • High to Ultra-High Net Worth individuals 
  • Women 
  • Professionals 
  • Francophones
What sets me apart from other advisors?

As a Bilingual Investment Advisor, I provide a consistently high level of service to you through adopting a structured communication strategy that fits your unique circumstances and developing a wealth plan. I committed to work closely with you and our internal experts to develop a customized and dynamic wealth plan that will help paint a picture of your current financial life while allowing for updates along the way.

I was raised in France by Congolese parents, I studied and worked in the UK, then immigrated to Canada 12 years ago. I have been exposed to and influenced by different economic systems, cultures, philosophies of life and foods. My multicultural background enables me to interpret economic events from a global view point and nurture strong working relationships with clients from diverse ethnic and professional backgrounds.

Why should you do business with me?
  • As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, trust, transparency and honesty is a priority. 

To schedule a private consultation, click here

To learn more about my services, click here.