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Porfolio management

Marie-Pier Thivierge
Wealth Management Advisor
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As a member of the Wealth Management Consulting team, Marie Pier works jointly with advisors and their high net worth clients. Together, Marie Pier helps them to target their current and future objectives and needs. Supported by the specialized team of BMO Nesbitt Burns, Marie Pier assists clients to reach their financial objectives by designing a wealth management plan.
Clients benefit from her wide knowledge in tax, estate, trusts and tax and estate planning and receive a global outlook of their situation. Her legal, tax and financial approach gives a global outlook of the client situation.
Before joining BMO Nesbitt Burns, Marie Pier gained over six years of professional experience in tax and legal field within national accounting and legal firms.

Marie Pier is a member of ‘Chambre des notaires du Québec’ and ‘Institut québécois de planification financière’. She holds a Bachelor of laws, a Graduate Diploma in notarial law and a Master of Tax. She is a member of the ‘Association de planification fiscale et financière’, Canadian Tax Foundation and Canadian Bar Association.

 
Richard Belley
CFA, Vice-President & Strategist – Fixed Income, Portfolio Manager, Portfolio Services Group
Phone: (514) 286-7225
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Richard Belley has more than 14 years of experience in the fixed income and derivative product markets, including seven directly involved in consulting and portfolio management. He received a diploma in Finance from the École des Hautes Études Commerciales (HEC) in 1991 and holds the CFA designation.

Mr. Belley has been a member of the Portfolio Services Group (PSG) since 2001 and is involved in the development of bond investment strategies for the Private Client Division. Mr. Belley also advises and manages bond portfolios for large cap clients, professional associations, foundations, hospitals, municipalities and corporations. The PSG currently has more than $1 billion under management, of which more than $600 million is under his direct responsibility. Mr. Belley brings to the team his extensive experience of capital markets and ability to tailor solutions to meet the unique and specific needs of each client mandate, enhancing the range of services offered by our team.

 
Marie-Josée Lefebvre
Financial security advisor
Tax & estate planning services

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Business management and finance graduate of McGill University, Marie-Josée has nearly 13 years of experience in her field. 

Her role aims to protect and grow the assets of our customers by positioning the life insurance, annuity, long term care, critical illness and disability insurance in a wealth management approach.

This means that she works closely with investment advisors and with the BMO Nesbitt Burns insurance team in positioning and development of these solutions.
 

Marie-Pier Thivierge
Wealth Management Advisor
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As a member