Address

BMO Nesbitt Burns
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Map

Contact Us

Our Team

Our Team

 

Patrick W. Phelan, CFA
Vice President and Portfolio Manager 

Tel: 514-251-7996
Email: patrick.phelan@nbpcd.com

Education:
Bachelor of Commerce, Concordia University, Montréal, Quebec
Personal Financial Planner (PFP)

Chartered Financial Analyst, CFA Institute, Charlottesville, Virginia, United States

Daniel Law, CIM
Associate Portfolio Manager

Tel: 514-251-7946
Email: daniel.law@nbpcd.com

Education:
Bachelor of Arts and Sciences (History), Concordia University, Montréal, Québec
Chartered Investment Manager (CIM), Canadian Securities Institute, Toronto, Canada

Gregory Phelan
Associate Investment Advisor

Tel: 514-251-7275
Email: gregory.phelan@nbpcd.com
 
Education:
Bachelor of Commerce, Concordia University, Montréal, Québec
Registered Representative, 
Canadian Securities Institute, Toronto, Canada

Deborah Petraroia
Investment Representative

Tel: 514-251-7376
Email: deborah.petraroia@nbpcd.com

Education:
Bachelor of Arts and Sciences (Communications & Political Science), Université de Montréal, Montréal, Québec

 

Partner

 

Sylvie Roy, Fin. Pl. 
Director, Private Banking Services