Our Team

Marc joined BMO Nesbitt Burns in 2009 and brings a strong background in investment analysis and portfolio management. Prior to joining BMO, he worked as an investment analyst with a major Canadian financial institution. He holds a Bachelor’s degree in Social Science from the University of Ottawa, along with the Certified Investment Manager (CIM®) and Derivatives Market Specialist (DMS) designations. Marc is dedicated to providing thoughtful, personalized investment strategies that support each client’s unique goals. Outside of work, he enjoys traveling and spending time with his family.

Alexandre joined BMO in 2008 and holds both a Bachelor’s and Master’s degree in Business Administration from the Université du Québec en Outaouais. He holds the Financial Planner (Pl. Fin.) designation from the Institut Québécois de Planification Financière (IQPF) and is currently pursuing the Certified Investment Manager (CIM®) designation. Alexandre works closely with clients to help define and achieve their financial goals through thoughtful planning and tailored investment strategies. In his spare time, Alexandre enjoys playing soccer, traveling, and spending time with his family.

Sophie joined BMO in 2008 and brings extensive experience in the financial services industry. She recently transitioned into the role of Business Associate after many years of providing outstanding service and client support. She has completed the Canadian Securities Course (CSC®) and Wealth Management Essentials (WME®), and is known for her attention to detail and commitment to creating a positive experience for clients. Outside of work, Sophie enjoys spending time at the cottage with her husband and three adult children, whether it be pontooning on the river, tackling new renovation projects, or sharing quality moments with friends and loved ones.

As Administrative Assistant, Adea brings experience from both the private and public sectors, including roles with the Bank of Montreal and the federal government. A graduate of the Telfer School of Management at the University of Ottawa, she is dedicated to providing exceptional client service and ensuring every client interaction is handled with care and attention to detail. Outside of work, she enjoys traveling, practicing yoga, and volunteering in her community.

Arnaud joined BMO in 2012 and has specialized in financial planning since 2015. He holds a Bachelor’s degree in Business Administration from the Université de Moncton and the Financial Planner (Pl. Fin.) designation from the Institut Québécois de Planification Financière. Arnaud brings a thoughtful, client-focused approach to his work, using financial psychology to help clients stay engaged and committed to their financial goals. Outside of work, he enjoys playing sports, traveling, and volunteering with local soccer organizations and the SPCA.