Our Team

Max Dunberry

Max Dunberry, M.Eng., MBA, CIM

Investment Advisor
Portfolio Manager 

Tel: 450-978-6618
Fax: 450-978-6625
Email : Max Dunberry
With master’s degrees in engineering and Business Administration, and with over 26 years of investment advisory experience, Max is the trusted advisor of several small and large business leaders in the Greater Montreal area. A careful analyst with a rational approach to stock markets, he develops clear, detailed and customized investment solutions. Beyond portfolio management, he supports his clients in developing and implementing their business succession, retirement and estate plans.

Alexandre Lajoie

 

Alexandre Lajoie, Fin. Pl., CIM

Wealth Advisor
Portfolio Manager

Tel: 450-978-6620
Fax: 450-978-6625
Email: Alexandre Lajoie
Alexandre is a HEC graduate in Business Administration, Finance and has close to 22 years of wealth management experience, including 19 with the Dunberry Lajoie team. For him, financial advice is above all a matter of relationship. Building helpful, supportive and trusting relationships is the cornerstone of his practice. This is the spirit with which he guides his clients, mainly business owners and executives, as well as health professionals. Married and the father of two children, he practices functional training, runs and plays tennis in his spare time.

Frédéric Tremblay

Frédéric Tremblay, BBA, Fin. Pl.

Investment Advisor
Portfolio Manager 

Tel: 450-978-0594
Fax: 450-978-6625
Email: Frédéric Tremblay
Frédéric joined our team 10 years ago after an 18-year career in finance with the Bank of Montreal. A Business Administration graduate, Investment Advisor, and Financial Planner (IQPF), his holistic approach to wealth management takes into account every aspect of his clients’ lives, allowing him to meet all their needs with a single, integrated solution. On a daily basis, he helps individuals, professionals and families gain control over their finances and acquire savings habits that will enable them to build their wealth.

Donna Merineau

Michel Rouleau, Fin. Pl.          

Investment Advisor


Tel: 450-978-3613
Fax: 450-978-6625
Email: Mi
chel Rouleau
Michel is a Business Administration graduate with more than 12 years of experience in financial planning and has joined our team in 2018. His mission is to help professionals and entrepreneurs build a comprehensive investment plan to grow their wealth with a consistent and customized approach. As passionate about travelling as he is about finance, Michel plans his destinations with a view to discover each country’s culinary delights and hidden treasures. An outdoor enthusiast, he makes the most of each season by practicing snow sports, hockey, golf, running and cycling.

François Bélanger, Fin. Pl., CIM

Investment Advisor
Associate Portfolio Manager 

Tel: 450-978-1413
Fax: 450-978-6625
Email: François Bélanger
Building on 15 years of wealth management experience, François joined the Dunberry Lajoie team in 2021. After having worked as Vice President, Financial Planning with BMO, François joined BMO Nesbitt Burns in 2015 as an Investment Advisor to reconnect with his passion for customer service. A certified Financial Planner since 2007, François also holds a life insurance license. He leverages all areas of financial planning to help his clients reach their goals. A major junior hockey team captain, François is a fierce competitor who enjoys spending his free time with his spouse Julie and his two children.
 

Patrick Lepore, B.A.A (Fin.)       

Investment Advisor

Tel: 450-978-4271
Fax: 450-978-6625
Email: Patrick Lepore
Patrick holds a bachelor’s degree in business administration (finance) from the École des Sciences de la Gestion and completed his financial market training in the renowned Montreal Stock Exchange Trader program in 1998. Working in the financial industry ever since, Patrick has more than 20 years of experience serving high net worth families with two major financial institutions founded in Quebec, including 10 years with BMO Financial Group. Patrick is first and foremost someone who cares for the well-being of others. His role as Investment Advisor enables him to fulfill his deep desire to make a difference in people’s lives. He is actively engaged in the upbringing of his two young boys. A passionate cyclist, skier and runner, he enjoys practicing these sports at home and abroad! 

Annie trudel

Annie Trudel                        

Sales Assistant


Tel: 450-978-3153
Fax: 450-978-6625
Email: Annie Trudel
 
Annie builds on her 14 years of experience to successfully coordinate the customer and administration services provided our team of Assistants. Reliable and dedicated, she is always happy to promptly and efficiently answer all your questions concerning your accounts and transactions.
 

Annie trudel

Mélodie Gauthier                

Sales Assistant


Tel: 450-978-3153
Fax: 450-978-6625
Email: Mélodie Gauthier
Mélodie is fully familiar with the workings of the industry and makes every effort to provide you with first-class support. Attentive to detail and cheerful, she has been working for more than 2 years at BMO Private Wealth after spending her first seven years as a BMO Bank of Montreal Customer Service Representative. In her few spare moments, this very busy mother of two young children enjoys reading and taking walks.
 

Angela Carneiro               

Sales Assistant


Tel: 450-978-2638
Fax: 450-978-6625
Email: Angela Carneiro
Before joining BMO Private Wealth more than 2 years ago, Angela was a Manager, Financial Services at BMO Bank of Montreal for more than 11 years. Customer service is her business, and she is part of our team of Assistants who are happy to promptly and efficiently answer all your questions concerning your accounts and transactions
 

Jennifer Shooner                       

Sales Assistant


Tel: 450-680-0464
Fax: 450-978-6625
Email: Jennifer Shooner
Jennifer has been a member of the BMO family for 8 years now. She is part of our team of Assistants who are happy to promptly and efficiently answer all your questions concerning your accounts and transactions.
 

Tania Di Menna                       

Sales Assistant


Tel: 450-681-7513
Fax: 450-978-6625
Email: Tania Di Menna
Tania has been with BMO for 18 years now and joined BMO Nesbitt Burns in 2017. She is responsible for all administrative aspects of the business. Well organized and passionate about client service, she is always available to answer your questions on a daily basis. She can serve you in French, English, Italian and Spanish. She loves to cook and travel.
 
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