Richard Goulet, CIM, PFP
Senior Wealth Advisor & Portfolio Manager
Richard was born in the Ottawa area in 1962. He was invited to join BMO Nesbitt Burns in 1999, after completing the Canadian Securities Course along with an intensive training program. 20 years later, Richard has obtained the prestigious Senior Wealth Advisor and Portfolio Manager designations.
Richard prides himself on keeping his clients up to date on the progress of their investments through regular portfolio and performance reviews. Richard brings together BMO’s in house experts from every discipline of wealth management, incorporation, estates, trusts, insurance and banking. The development of long term relationships is a priority for Richard, and he is the advisor to the 3rd generation for many of the families that he serves.
When not in the office, Richard can be found playing golf, hockey and enjoying the cottage life.
Krista Guillemette, PFP
Associate Investment Advisor & Financial Planner
Krista is a graduate of the University of Waterloo with a Bachelor of Arts in Honours Economics – Finance Specialization and Applied Studies – International Trade Specialization. Krista is the Associate Investment Advisor and Financial Planner of the Goulet Wealth Advisory Team at BMO Nesbitt Burns.
Prior to joining BMO Nesbitt Burns in 2009, Krista spent nearly 15 years working in the financial services industry, including at three of the major Canadian bank-owned investment firms.
What makes Krista a perfect fit within the Goulet Wealth Advisory Team is her shared commitment to client service and comprehensive wealth management, and her keen ability to truly listen to clients. With her extensive experience and knowledge in investment management and financial planning, Krista commits her unique skills and experiences to provide the best possible advice and service to our clients.
Krista and her husband, Adriano, are avid snowboarders and enjoy hiking, kayaking, playing board games and travelling our great country. However, they now spend most of their spare time keeping up with their young daughter.
Senior Client Service Associate
Roxanne joined BMO Nesbitt Burns in 1997 and has been working with Richard Goulet since 2000. She is an Investment Representative specializing in the organization and administration of our business. She is our expert in the area of documentation and manages daily client requests, schedules all client meetings and organizes special events, all while providing an exceptional level of customer service. Her wealth of experience, attention to detail, and kindness and compassion towards our clients, make Roxanne an indispensable member of The Goulet Wealth Advisory Team.
Roxanne was born in Sturgeon Falls but moved to the Ottawa area at an early age. She is a graduate of the University of Ottawa with a Bachelor degree in Criminology. Roxanne and her husband, Marty, live in the East end of Ottawa with their twin girls Jessica and Tracey-Anne. During their free time they enjoy volunteer work, motorcycling and camping with family and friends.