Our history

After joining Nesbitt Thomson in 1982 and 1983 respectively, Pierre Morin and Josée Dupont began working together in 1988. The first semi-annual newsletter was subsequently launched as they communicated their new investment philosophy. By 1990 they developed their benchmark "model" portfolio. In 2011, Hugo Lessard, an experienced Financial Planner from BMO, joined Pierre and Josée to form Morin Dupont Lessard and Associates. Finally, in 2020, the team consolidated forces with Daniel Lebeuf and Nicole Dimyan, deepening their depth and knowledge, to create MDL & Associates which further widens their service offering. The newly formed team of professionals now offers a fully integrated financial planning platform including retirement and estate planning in a fiscally responsible manner. Together the group combines over 100 years of professional wealth management experience.

Building on 200 years of history

BMO is the 8th largest bank, by assets, in North America and serves more than 12 million customers through three integrated operating groups providing personal and commercial banking, wealth management and investment banking services.

BMO Private Wealth

BMO Private Banking and BMO Nesbitt Burns operate together under the unified brand BMO Private Wealth. The professionals of a leading North American traditional investment services firm now work in partnership with their peers from Canada’s best private bank to serve more than 4,000 ultra-high net worth individuals and families on a global scale.