Bruno handles the group’s business development and enjoys discussing investment, financial planning and tax optimization with clients. He has worked in mergers and acquisitions and has also been a business owner. He is a Chartered Accountant, holds an MBA from HEC and is a Chartered Investment Manager. With 25 years of experience in finance, he is noted for his panoramic, integrated vision of wealth management. He is passionate about world events and real estate. Cycling, adventure travel and family are his main interests outside work.

Jean-François advises clients and oversees management of the Growth portfolios. An engineer by training, he has more than 20 years of experience in the financial markets. He is noted for his outstanding ability to detect major investment trends. Jean-François joined BMO Nesbitt Burns in 2002 and has been a Chartered Financial Analyst (CFA) since 2005. He also holds a Master of Business Administration from McGill University and a Bachelor of Civil Engineering from the Université de Moncton. He is passionate about golf, tennis and travel. 

Having joined BMO Nesbitt Burns in 2003, Sébastien advises clients and manages the Income and Dividend portfolios. He is noted for his analytical abilities, attention to detail, disciplined approach and communication skills. Sébastien holds a Bachelor of Business Administration from HEC Montréal and obtained the Chartered Financial Analyst (CFA) designation in 2006. Outside work, he loves to spend time with his wife and three children.

Michael is responsible for managing his clients’ investment accounts and developing financial plans. He is noted for his human approach and ability to build relationships of trust with clients. He has been with BMO for more than 20 years and he holds a Bachelor of Arts with a major in psychology from Concordia University and a Bachelor of Commerce with a finance major from the John Molson School of Business. He is a Financial Planner (IQPF) and has completed the Canadian Securities Course. In his spare time, Michael enjoys listening to music and always has a renovation project on the go.

Tania is our group’s experienced assistant. With a passion for customer service, she prides herself on providing the best possible support to her colleagues. Before joining BMO Nesbitt Burns in 2011, Tania was an Assistant Branch Manager for BMO Bank of Montreal, which gave her solid knowledge of BMO Group’s client business model. She takes a direct, efficient approach to client service. Our team appreciates her professionalism and dedication to learning. She has recently developed a passion for skiing and hiking, pursuits that are also indicative of her great determination.

Sarah joined the MPB Team in August of 2022 as an Administrative Assistant. Prior to joining BMO Nesbitt Burns, she was a customer service representative at Bank of Montreal for about 2 years, thus allowing her to acquire considerable knowledge in banking and seamless customer service. Known for her strong work ethic, Sarah provides daily assistance to the team for administrative and client-related tasks. Outside of work, Sarah loves spending time with her family, friends and traveling to new destinations.