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Pierre Morin
Neela Patel
Hugo Lessard
Josee Dupont
Patrick Delaney
Brenda Walls
Nancy Landry
Janie Morin

Tel: 514-282-5828
Tel: 450-755-5040
Toll Free: 1 800-363-6732
Fax: 514-282-5838
Toll Free: 1800-363-6732

Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8

Languages Spoken:
English and French

Professional investment advisors with a conservative approach to investment management . We consider financial planning in all our proposed solutions. We specialize in high net worth individuals, professionals and business owners that seek advice.

  • A personalized investment management approach
  • We work with you over the course of your lifetime, designing an appropriate investment strategy to help you achieve your goals
  • We have developed our own model portfolio which performance has rivaled that of some of the best portfolio managers in the country since its inception in 1990
  • We publish a semi-annual newsletter dealing with the economy and the markets. It also provides a follow-up of the investments in the model portfolio
  • Our team develops and periodically reviews your portfolio based on your needs and current economic conditions
  • With the combined resources of BMO Financial Group, we can offer you a full range of wealth management advisory services designed to enhance the security of your assets and the quality of your life
  • The BMO Nesbitt Burns Meridian Program (a fee-based advisory program) lets you benefit from a competitive, all-inclusive annual fee based on assets under management