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Wealth Management Specialists

 
 
 

Suzanne Désy, LL.B., D.D.N., TEP

Director, Tax planning at BMO Wealth Management

 

 
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.
 
 

 
 

 

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.
 

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

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.