Patrice Moussalli, CIM®, FCSI®

Investment Advisor

Tel: 514-286-7246
Fax: 514-286-7234
Toll Free: 1800-361-7115

Address

BMO Nesbitt Burns
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Contact Us

Clients

Personalized approach to wealth planning for successful, wealthy Canadians.

 

What is your life stage? 

Pre- or Post-Retiree

We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 

Young Professional 

We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
 

Business Owner/Entrepreneur

Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
 

Parent, Guardian or Primary Caregiver

We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.
 

Living with a Disability or Caring for Someone with a Disability

We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.