Address

BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

BMO Nesbitt Burns
110 Place d'Orléans Dr,
Ottawa, ON
K1C 2L9

Contact Us

Our Partners

 

Sharon Murray
Sales Assistant

Sharon manages our administrative hub, handles all the paperwork, deals with client queries, executes trades, and oversees compliance matters.
 
Outgoing and patient, Sharon demystifies the wealth journey and is very good at making things easy and streamlined – our clients love her for it. She helps people understand financial terms, processes and online technology that can seem foreign and treats them the way she would like to be treated. Contact Sharon if you need help completing any documents, have a question about your account or general financial matters, want to transfer money, or have any other needs.
 
Born in Halifax but raised in Ottawa, where she still resides, Sharon raised two sons as a single parent and has been blessed with two granddaughters. After work, she relaxes by doing crafts such as knitting, stained glass and rug hooking.

Julie Gaudreault
Senior Private Banker

As a Senior Private Banker, Julie acts as a relationship manager for clients.  She brings high levels of expertise to her client and her families. She helps her customer by customizing products that fits their complex needs and bring creative solution to help them, their family and their business financially.   She is surrender by teams of BMO professionals and experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her client.

Julie started her career with BMO in October 2000 in Quebec City where she is originally from. Julie moved to Ottawa in 2007 to further her career with BMO as well as to start a family. Over the last 20 years, she occupied various roles over the company, including leadership.  In 2017, Julie joined the team at Private banking as a Senior Private Banker.

Aziz Nasher
Director, Wealth Planning, BMO Private Wealth

Aziz collaborates with his colleagues at BMO Private Wealth to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.

Aziz’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. Prior to joining BMO Private Wealth, Aziz practiced in the areas of tax planning and advisory with two accounting firms for over 10 years.   

Deborah Desforges, CFP
Director, Wealth Planning

As a wealth planning specialist, Deborah works with individuals and business owners to provide a comprehensive financial planning advice and solutions. Deborah has over 30 yeards of experience in the Canaidan financial services industry. She joined the Private Bank in 2013 as a Private Wealth Advisor after being a financial Advisor for many years at another financial institution.

Deborah's goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans. 

Carol Willes, MBA, LLM, TEP
Director, Estate Planning

Carol brings over 25 years of legal experience with 12 years of dedicated wealth and estate planning expertise to her role.  Always striving to provide meaningful, client-centered advice and solutions, she helps individuals and their families build a secure and purposeful legacy and find peace of mind in the context of their entire wealth story.

Carol assists affluent clients from many backgrounds to comprehend their present circumstances and to develop that future legacy. By helping people focus on what is most important to them – their family, their community, financial security and more – she develops distinctive estate planning options for clients as part of an integrated team of wealth planning specialists that supports those clients through their entire life journey.