Max Kirouac, CFA

Investment Counsellor

Tel: 204-985-2290
Tel: 204-292-9003

Address

BMO Private Wealth
201 Portage Avenue
17th Floor
Winnipeg, MB
R3B 3K6
Map

Contact Me

Our Team

Our Team

Mark Moulson, CFP, CLU, TEP, RHU 
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.

Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.

Kurtis Massey, BAppFS, CFP, CIM 
Director, Wealth Planning, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

Tafaline Wall, MBA
Senior Private Banker, BMO Private Banking

Tafaline is a specialist in personal and commercial lending strategies. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones. Tafaline will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Anthony Maros, B.A. Economics
Senior Private Banker

Anthony is a specialist at personal and commercial lending strategies for high net worth individuals. He implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.
Anthony will work closely with you to ensure that any strategies he proposes will complement your investment and retirement plans. He will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, he will help coordinate participation from your other advisors, such as lawyers and accountants.

David Hidlebaugh, B.Comm (Hons), PFP, MTI
Associate Director and Senior Trust Officer

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

David has been in the financial sector for the last 23 years. He’s been involved the in administration of estates and has been acting as a corporate trustee for the last 13 years. In addition, David works closely with families and their charitable foundations to achieve their philanthropic goals.

Evanthi Livera, B.A. Economics
Private Banker

Evanthi is a specialist in personal and commercial lending strategies for high net worth individuals. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.
Evanthi will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Elissa Lira da Mota
Portfolio Assistant

Elissa has been working in the financial services industry since earning her business degree from Red River College in 2017. Passionate about finding ways to help people, she strives to understand individual needs and find unique ways to meet them. Her time at Red River provided her with working knowledge of financial markets, administrative efficiency, and financial planning.
 
Elissa is excited to be part of an organization that helps people achieve their goals through a proven methodology. Alongside Investment Counsellor Max Kirouac, she engages with clients to build strong, trusting relationships while assessing needs and providing customized solutions.
 
Elissa is happy to come from a multi-cultural background and enjoys building relationships with people who represent Canada’s strong culture of diversity and inclusion.