5 things that make all the difference when managing your finances

The Patrice Moussalli team offers exceptional private banking services at BMO Nesbitt Burns. We are not just wealth management advisors, we’re dedicated partners who are fully invested in providing you with tailored financial advice that is right for you based on your assets and goals. Here are five points that demonstrate our commitment to your success:


High-level expertise

With more than 15 years of wealth management experience, our team has substantial expertise and in-depth knowledge of the financial markets. We always have our finger on the pulse of the latest industry trends and the best opportunities to be able to offer you effective investment solutions.

Consultational approach

We realize that each client has specific financial needs. That’s why we take the time to get to know you and learn more about your plans, aspirations, and concerns. Our personalized approach allows us to provide you with a tailored financial plan that meets your current and future needs.

Full support

The Patrice Moussalli team is ready to offer you their full support at every stage of your financial journey. We are here to guide, advise, and support you in achieving your goals. You can count on our ongoing commitment to always be there for you.

Network of specialists

Whether you are an entrepreneur, physician, practitioner, or retiree, you have access to an extensive network of wealth and finance experts at BMO. We work closely with these experts to provide you with the best strategies and in-depth advice. You benefit from improved family wealth management.

Relationships built on trust

We believe in building strong relationships based on trust and transparency. With us, you get a partner who is dedicated to helping you build on your financial success. Your satisfaction and peace of mind are our priority.

Contact us now to learn more about the Patrice Moussalli team and how we can help you achieve your financial goals. Doing business with us means choosing unparalleled expertise, a personalized approach, and the support you need to achieve your goals with confidence and know-how.