Patrice Moussalli, CIM®, FCSI®
BMO Nesbitt Burns
1501, ave. McGill College
Committed to provide an optimal client experience
As a professional wealth advisor with over 15 years of experience helping a different range of clients, I am seeking to understand the things in life that are important to the clients, and then translate those opportunities, goals and concerns into a financial plan that meets their needs.
Whether you are an entrepreneur, just looking to manage your family’s wealth, an ultra-high net worth individual seeking to make a difference or a professional, BMO Private Wealth brings you expert and relevant advice, with the aim of giving your wealth the dynamic quality it needs to exceed your goals
Once the full understanding of the clients is gained and that we have consulted BMO’s team of experts, it is now time identify potential solutions to help build an ongoing plan. BMO has access to a full range of financial solutions that help you reach your short- and long-term goals.
We are working together as partners in tying your financial resources to your life needs.
now should you need more information.