A Legacy of Excellence: Remembering Francis Long

Senior Wealth Advisor and Portfolio Manager (1963–2024)

 

 

It is with profound sadness that we share the passing of our esteemed colleague and friend, Francis Long. His sudden departure this September has left an indelible mark on our BMO Private Wealth family.

For 40 years, Francis exemplified the highest standards of wealth management, building trusted relationships through his remarkable combination of financial acumen and genuine care for his clients. His legacy is reflected not only in the success of your portfolios but in the lasting connections he fostered with each of you.

Francis's hallmark qualities – his calming presence, sage counsel, and commitment to financial education – were complemented by the personal touches that made him unique, from his weekly office treats to his humble dislike of the limelight to his enthusiasm for automobiles. Above all, his devotion to his family and clients defined his character.

Ensuring continuity of care

We are fortunate that Michel Fournier, BSc, who has worked alongside Francis for 24 years, will continue his legacy as your lead advisor. Michel brings:

  • Deep understanding of Francis's investment philosophy
  • Extensive experience in wealth management
  • Commitment to personalized client education
  • Comprehensive expertise in financial planning

Dean Ouellet, Francis’s employee from his hometown of Edmundston, will continue providing dedicated support, ensuring that the exemplary service standards you've come to expect remain unchanged.

Moving forward together

While this transition arrives during a time of loss, we have implemented comprehensive measures to ensure the seamless management of your wealth. Michel and Dean stand ready to serve you with the same dedication and integrity that Francis exemplified.

 

For any questions or concerns, please don't hesitate to reach out:

 

Michel Fournier, BSc
Investment Advisor
Email: michel.fournier@nbpcd.com
Tel: 506-460-5266

 

 

 

Thank you for your continued trust in BMO Private Wealth.