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Steve Roy
Dany Boilard, Fin. Pl.
Audrey Fauteux
Marie-Josée Lefebvre

Toll Free: 1 800-820-7870

Address
65, rue Belvedere Nord
Suite 230
Sherbrooke, QC
J1H 4A7
Map

Meet Our Team

 
 

Steve Roy, GP, FCSI

Vice-President, Branch Manager, Portfolio Manager

Tel (819) 820-7880

E-mail: Steve.Roy@nbpcd.com

Steve joined BMO Nesbitt Burns in 1993 after a brief career as a financial planner at another Financial Group. He completed his university studies in administration at McGill University. In the past twenty five years, he has completed a long list of courses with the Canadian Securities Institute to improve his knowledge in the industry and thus provide a high quality service to his wealthy customers. Steve and his team use an integrated wealth management approach to help wealthy families achieve their goals. We believe that the success of our team is based on integrity, simplicity, honesty and transparency of our practice.

The team supports several non-profit organizations such as : La Fondation Rock Guertin, La Fondation du CHUS, L'Orchestre Symphonique de Sherbrooke, La fondation de l’Orchestre symphonique des Jeunes de Sherbrooke. Steve is on the board of the OSS. In his free time, he enjoys classical singing, yoga, running and skiing.
 
 

Dany Boilard, Pl. Fin.

Associate Investment Advisor

Tel (819) 820-7875

Fax (819) 821-9102

E-mail: Dany.Boilard@nbpcd.com

Dany works with BMO since 2001, following several years of experience with another big Canadian bank. After 9 years as a financial planner at BMO bank, he joined the BMO Nesbitt Burns Wealth Management division in 2010. He graduated in finance from the University of Sherbrooke, completed a certificate in financial planning in collaboration with the University of Laval and in addition, he completed a multitude of specialized courses in the Canadian Security Institute. Being a member of the Quebec Institute Financial Planning (IQPF), his mandate is to assist you in the development of your financial planning by helping you to construct a strategic action plan fully adapted to your needs and taking into consideration your constraints and your personal goals. He then offers strategies and measures consistent and realistic to achieve the goals that you have set yourself. They are valuable assets to track the progress of your heritage and to make the right decision at the right time.
 
 
 

Meryem Chihab, Pl. Fin.

Investment Advisor

Tel (819) 820-8807

Fax (819) 821-9102

E-mail: Meryem.Chihab@nbpcd.com

Meryem joined BMO Financial Group in 2011 after obtaining her degree in Finance at the University of Sherbrooke. After 5 years as a financial planner with BMO Bank branches, she joined BMO Nesbitt Burns in November 2016. She is a passionate person that cares about the customer service. Meryem helps you draw a financial plan that meets your personal and professional goals and guides you to the achievements that matter to you and your family. Because of her listening skills and her ability to popularize your finances, you quickly feel confident and comfortable with your financial decisions.
 
 
 

Audrey Fauteux

Administrative Assistant

Tel (819) 820-7871

Fax (819) 821-9102

E-mail: Audrey.Fauteux@nbpcd.com

Audrey joined BMO Nesbitt Burns in 2014. She comes from Saint-Malo and already has several years of experience in the customer service base. Her drive and ability to learn are assets for our team.
She currently dedicates her spare time to study the different courses offered in the Canadian Securities Institute to develop further knowledge in the financial services industry and to support the team in its mission to provide outstanding customer experience.
 
(Our Partner)
 
 

Marie-Josée Lefebvre

Financial Security Advisor

Tel (514) 286-3517

Fax (514) 286-7362

E-mail: MarieJosee1.Lefebvre@nbpcd.com

A graduate in business management and finance from McGill University, Marie-Josée has nearly 13 years of experience. Her functions aims to protect and grow the assets of our customers by positioning the life insurance, annuity, long term care, critical illness and disability insurance in a wealth management approach.
This means that she works closely with the investment advisors and with the BMO Nesbitt Burns insurance team in sales, positioning and development of these solutions.
 
Located at BMO Nesbitt Burns 1501 McGill College, Suite 3200, Montreal, Québec, H3A 3M8