Address

BMO Nesbitt Burns
1850, rue Panama
Bureau 400
Brossard, QC
J4W 3C6
Map

Contact Us

Wealth Management Specialists

 

Danny Guarnieri,CPA, CA, LL.M. Fisc.
Director, Wealth Planningat BMO Wealth Management

Tel: 514-282-5869
Email: Danny.Guarnieri@bmo.com
Danny   joined   BMO   Wealth   Management   in 2017.  In   2006,  Danny   began  his  career   at Deloitte, aninternational public accounting firm, where   he gained   valuable   experience   in auditing  large  private  and  public  corporations. After  completing  his  Masters  in  Taxationin 2013, he joined Deloitte’s tax practicewhere he specialized  in  tax  planning  and  compliance  for public  and  private  corporations.  In  2015,  Danny joined Richter LLP’s tax practice where hefurther specializedon  tax  planning  and  reorganizations for private corporationsand business owners
 

Suzanne Désy, LL.B., D.D.N., TEP
Director, Tax Planning at BMO Wealth Management

Tel: 514-282-5872
Email: suzanne.desy@bmo.com

After completing her CICA in-Depth Tax Course, Suzanne worked for an accounting firm where she advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. She also provided tax planning assistance on many corporate reorganizations, and business transfers. Suzanne also worked for a major Canadian life insurance company where she focused on tax planning and wealth transfer strategies by developing and presenting sophisticated and customized wealth solutions for business owners and high net worth families.

Her main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.
 

Sébastien Laramée
Director, Private Banking Services

Tel: 514-290-3162
Email: sebastien.laramee@bmo.com
 
 

Pamela Lambourse
Associate Private Banker

Tel: 438-825-8806
Email: pamela.lambourne@bmo.com




 
 

Richard Belley
CFA, Vice-President & Strategist – Fixed Income, Portfolio Manager, Portfolio Services Group

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.