With over 30 years of experience in the securities industry, Portfolio Managers Marco Lepore, Benoit Gosselin and Claude Desrochers offer their services to their clientele with the assistance of their team of Investment Advisors and Investment Reprentatives. Part of BMO Nesbitt Burns, a member of BMO Private Wealth. Our group specializes in investment portfolio management for high net worth individuals and their families.
We follow an approach that is proven to help you grow, preserve and pass on your wealth. This approach allows you to delegate the management of your investments with confidence. The team manages five separate portfolios, providing clients with exposure to large, mid and small cap Canadian and American companies, among others.
BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank set standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.