With BMO for 26 years, Nicolas has a solid financial background. Since joining BMO Private Wealth in 2005, he has steadily become one of the best wealth management advisors in Canada. He holds an undergraduate degree from HEC Montréal, a Financial Planner (Fin. Pl.) designation from the Institut Québecois de planification financière, passed the Canadian Securities Course as well as the Chartered Investment Manager designation (CIM®).
His background as a Financial Planner as well as his extensive experience allow me to fully grasp the intricacies of all aspects of wealth management. His human side, listening skills and dedication have helped him developing a truly professional approach to account management.
Acting with honesty and integrity, he works closely with his wealth management colleagues to create personalized financing solutions in order to help our clients achieve their goals at every stage of their lives.
Senior Vice President, Financial Security Advisor
Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.
Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.
Director, Tax Planning
Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His 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.
Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.
Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.
Sylvie has been with BMO Bank of Montreal for more than 20 years, spending several years working in the branch network as Financial Services Manager and Branch Manager. In March 2015, Sylvie joined the BMO Private Banking team and, since January 2016, she has been a Private Banking Manager dedicated to providing services exclusively to BMO Private Wealth clients. Sylvie's vast banking experience and training in financial planning allows her to understand her clients' complex needs and respond with customized strategies.
Known for her level of commitment, she has earned her clients' trust over the years. According to Sylvie, an exemplary service is based on mostly intangible qualities, such as sincerity, solid relationships and respect. Her dedication and integrity are reflected in her desire to provide high quality private management solutions that are worthy of our distinguished clients' trust.