Our Team

Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.

Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.

Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.

Zeina advises high net worth families, professionals, and entrepreneurs on specialized estate, tax, and insurance solutions. She is known for her ability to simplify complex matters and deliver practical, well informed strategies related to wealth transfer, new family wealth, tax planning, and philanthropy. Zeina joined BMO in 2011, following several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

Fadia advises high net worth individuals and families on specialized estate and trust solutions as part of an integrated wealth planning team.With a background in civil law, particularly in the areas of protecting incapacitated persons of full age; estates; trusts; and, contracts, Fadia helps that the legal documents that clients put in place reflect their unique circumstances, needs, and objectives while maximizing their estate value and asset protection.

Fadia is a lawyer since 2006. In her professional career path, she has practiced at a corporate law firm, and then joined financial institutions as a Consultant in providing legal services, a Senior Trust and Estate Consultant, and now as Director, Estate Planning supporting the Quebec region. Having the interests of her clients and business partners at heart, she prioritizes their objectives and needs while ensuring her clients' peace of mind.Fadia holds a Bachelor of Laws (LL.B.), is member of Quebec’s Bar and is also an Accredited Mediator in civil, commercial and labour law and Trust and Estate Practitioner (TEP).

As a certified financial planner (Pl. Fin.) and graduate of HEC Montréal, Remi Baril is dedicated to guiding clients through every stage of their financial journey. Remi’s approach is rooted in the holistic model promoted by the Institut québécois de planification financière (IQPF), ensuring that each client’s plan is comprehensive, integrated, and tailored to their unique goals.

Remi joined the BMO Wealth Planning team in 2022, bringing nearly a decade of prior experience at a leading financial institution. Throughout this career, Remi has specialized exclusively in financial planning, managing relationships with a diverse clientele—including entrepreneurs, business owners, professionals (such as physicians and other specialists), and high-net-worth individuals. Remi delivers tailored strategies to address complex needs, with experience encompassing both direct client management and serving as a financial planning analyst for affluent clients. His focus has always been on client centered solutions.

Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.

With BMO for 26 years, Nicolas has a solid financial background. Since joining BMO Private Wealth in 2005, he has steadily become one of the best wealth management advisors in Canada. He holds an undergraduate degree from HEC Montréal, a Financial Planner (Fin. Pl.) designation from the Institut Québecois de planification financière, passed the Canadian Securities Course as well as the Chartered Investment Manager designation (CIM®).

His background as a Financial Planner as well as his extensive experience allow me to fully grasp the intricacies of all aspects of wealth management. His human side, listening skills and dedication have helped him developing a truly professional approach to account management.

Acting with honesty and integrity, he works closely with his wealth management colleagues to create personalized financing solutions in order to help our clients achieve their goals at every stage of their lives.

As a private banker with BMO Private Wealth, Manale has over 15 years of experience in the financial and banking sector. She specializes in wealth management, liquid assets and financing.

Manale has a Bachelor of Business Administration degree and is currently working towards her Certified Financial Planner designation. Her colleagues and clients appreciate her positive attitude, active listening, and warm approach. Manale uses her market analysis expertise to provide sound advice tailored to each portfolio’s specific objectives.

Manale has been recognized for excellence at Bank of Montreal. She has won several BEAM awards, including the grand prize for three consecutive years. Outside of her role as a banker, she volunteers her financial expertise to charitable organizations and supports local initiatives.