Our Team

Isabelle Reid

Wealth Advisor

I am the firm hand that guides the team. My career in the financial industry began uniquely in that I studied law at university both passing the bar and obtaining my credentials as a notary. From there I began Master-levels studies. It was during that time that I began to look to the future and re-evaluate my career path. I have two enduring passions: a desire to constantly be working in an open environment where study and growth are encouraged and to work closely with people. The course of my career changed when I realized that I would better fulfill my desire for building relationships of substance outside of practicing law.

I joined BMO Nesbitt Burns in 1993 and to date have had one mandate: to provide my clients with the best possible solutions to their financial needs. It is a large mandate and one I take very seriously and do with great pleasure. But as important as my work is to me, I firmly believe in a life that is balanced. I strive for that balance by taking part in charitable events, being involved in my community, participating in sports, and enjoying my life with friends and family. A balance life makes a more happy and successful person, one able to give his or her best to everyone.

Our Partners

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Jean Richard, TEP

Sr Manager HNW Consulting, Enterprise Wealth Planning

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.