Joëlle Mulombo

Bilingual Investment Advisor

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

Address

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

Contact Us

My Services

My Services

​​I lead – on your behalf – an extended team of in-house BMO Financial Group experts. My team has the collective expertise to advise you both personally, and professionally. I am here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment management, wealth and tax planning, estate and insurance planning, business succession planning, private banking, business banking, and philanthropic services.

 


INVESTMENT MANAGEMENT
To develop and implement a customised investment strategy


WEALTH PLANNING
To ensure your wealth management goals are set and achieved


TAX PLANNING
To create optimal tax strategies leveraging in-house and external experts


ESTATE PLANNING
To help ensure the financial security of your loved ones


INSURANCE PLANNING
To provide you with a greater sense of security


US & CAN PRIVATE BANKING
To meet your personal banking needs on both sides of the border


BUSINESS BANKING
To offer you a seamless borrowing experience


BUSINESS ADVISORY AND SUCCESSION
To assist entrepreneurs with the transition of the management and ownership of their business


PHILANTHROPY
To help you structure your giving and create a lasting legacy that can make a difference in your community


To schedule a private consultation, click here


To learn more about my approachclick here.