Meet Our Team

Samir has over 14 years of professional experience in financial planning and services as well as over 13 years in marketing and sales and has consistently provided high-quality advice and solutions to help clients achieve their goals.

Before joining BMO Financial Group, Samir worked for a major financial services institution as a manager in investments and specialty products. Prior to that he was a financial planning manager, a position in which he focused on providing financial planning support to over 20 branches in the Montréal area.

Samir graduated from the École des Hautes Études Commerciales (HEC) with a Bachelor’s degree in Business Administration, prior to which he obtained another bachelor’s degree in marketing and international business. After university, he earned his Financial Planner designation from the Institut québécois de planification financière, completed the Canadian Securities Course, and completed several courses in the advanced graduate diploma (D.E.S.S.) taxation program.

Éloïse has extensive knowledge and expertise in insurance and estate planning. She works closely with high-net-worth clients, providing them with insurance solutions, tax-sheltered investments, charitable giving strategies, and estate planning solutions in order to reduce their tax burden and optimize the value of their wealth and estate.

Holding a Bachelor’s degree in Business Administration from UQAM and the Financial Planner designation from the Institut québécois de planification financière, Éloïse has more than 20 years of experience in her field. Prior to joining BMO Estate Insurance Advisory Services Inc. in 2011, she worked for a private firm as an insurance specialist.

Taking an integrated approach, Éloïse works with her BMO Wealth Management colleagues to help customers clearly realize heir personal wealth objectives. Together, we provide a perspective that complements those of the other professional advisors with whom our clients work.

As a service-focused, home financing specialist, Cynthia has the experience and expertise to provide clients with sound advice. She is ready to advise you from start to finish on:

• Applying for a pre-approved mortgage
• Financing your first or next home and any renovations
• Transferring your mortgage to BMO Bank of Montreal
• Refinancing a mortgage loan or tapping into the equity in your current home
• Or any other home financing matter

With access to competitive borrowing solutions, she can help you understand your options and find the right solution to suit your unique needs.

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.