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Danny offers personalized wealth management advice to high-net-worth BMO clients. He identifies each client’s needs and objectives and determines their financial position in order to develop a comprehensive plan that simplifies complex matters such as financial, tax, estate and business succession planning. In addition, Danny draws on his extensive experience in a private practice to develop quality plans and educate clients on the risks and opportunities inherent in these plans.

Danny joined BMO Wealth Management in 2017. He began his career in 2006 with the international accounting firm Deloitte, where he gained significant experience auditing large public and private corporations. After completing a master’s degree in taxation in 2013, he joined Deloitte’s tax services where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined the tax department of Richter LLP, where he developed his knowledge of tax planning and restructuring for private corporations and business owners.

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.

Haithem’s passion for financial planning and helping others succeed is a constant source of motivation for him. When he isn’t working to optimize all aspects of life, he is reading or educating himself to improve his skills or learn new ones.

Haithem joined BMO in 2016 and has acquired many years of experience in various financial services roles since 2008. Prior to joining our team, Haithem worked as a financial planner in branch and most recently as a financial planning analyst serving high-net-worth and ultra-high-net-worth clients, developing personalized financial plans covering retirement, estate and tax planning, wealth enhancement, risk management, education funding, and business planning.

James works with individuals, professionals, entrepreneurs, and families to provide comprehensive financial planning solutions and advice.

James is a financial planner and holds the F.Pl. designation that applies in the province of Quebec as well as the RFP designation for financial planning in the rest of Canada. James graduated from Concordia University in Montréal with a Bachelor of Commerce degree and a specialization in Accounting. He has completed the CGA program and is also a Chartered Investment Manager with the Canadian Securities Institute. James worked in corporate accounting in the tax department of a major trust company and bank for 9 years and in the financial planning department of a major insurance company and he has been providing holistic advice on integrated financial planning for over 15 years.

For 7 years, James served on the board of the Chartered Administrators Order of Quebec, Financial Planning sector, in various capacities, including as V.P. of Education and V.P. of Communications. James has also taught credit courses for the Chambre de la Sécurité financière.

Jean-François provides Canadian investors with insurance solutions to enhance their wealth. He has been with BMO Financial Group since 2014 and has worked with national accounts for over 15 years, helping high-net-worth families increase their wealth, realize substantial tax savings, and develop their business succession plans.

Jean-François has completed rigorous training and acquired over 20 years of experience in the financial services industry.

Mireille is a curious person who is always eager to learn. Thanks to this natural curiosity, she has acquired knowledge in areas related to her financial planning work that make her an accomplished advisor. As a marathon runner, she loves meeting challenges. With her results-oriented approach, she sees each of her clients as unique and strives to present them with a clear picture of their situation and how they can achieve their goals.

Mireille has worked in a variety of fields. She began her career in property and casualty insurance while pursuing academic studies in financial services. Before going into banking, she was an exchange trader, thus gaining an understanding of how the stock market works. After five years working as a financial planner, Mireille left the sector for the construction industry (administration, negotiations, accounting, appraisal), which gave her insight into the realities of entrepreneurs. She has returned to wealth management and now feels much better equipped to advise her clients.

Olivier is part of the specialized planning team within BMO Wealth Management where he acts as a tax and estate planner. His main focus is to assist high net worth clients and their families in reaching their objectives by making complex tax issues understandable, managing risks and identifying opportunities.

Olivier was called to the Quebec Bar in 2012. After completing his master’s degree in taxation, he worked for a well-known law firm based in Montreal where he advised business owners and professionals on a multitude of corporate, personal, and trust taxation issues. He also provided tax planning assistance on many corporate reorganizations, and business transfers.

Olivier joined BMO Wealth Management in 2016. He works in collaboration with professionals at BMO Private Wealth.

As a BMO Private Banker, Pamela Lambourne comes to the aid of our Private Wealth professionals. She offers comprehensive and personalized private banking
services to help customers optimize their finances.

Pamela has been with BMO since 2006, holding positions in financing, relationship management, direct banking and financial services. Backed by strong financial planning and financing knowledge and a wide range of products and programs, she designs personalized banking solutions based on customer needs, including financing services and small business solutions.

She is adept at developing proactive solutions that save time, identify inefficient financing, and maximize after tax returns.

Raphaelle offers BMO’s high-net-worth clients personalized wealth planning advice.  After identifying each client’s needs and goals and analyzing their personal and financial situation, she develops an appropriate plan that highlights the implications of financial, tax and estate planning and of business succession. Raphaelle draws on the skills she has acquired in a financial institution and an accounting firm to design quality wealth plans that raise her clients’ awareness of potential risks and opportunities.

Raphaelle joined the BMO Wealth Management Team in August 2018. She began her career in 2010 as a personal financial advisor with another financial institution. This experience provided her with in-depth knowledge of the financial products offered by financial institutions and enabled her to develop her financial advisory skills with a diverse clientele.

After completing her master’s degree in taxation in 2013, Raphaelle joined the tax team of Deloitte Montréal, the internationally renowned professional services firm. Over the course of her career at Deloitte, Raphaelle gained a wide range of experience in tax planning, corporate restructuring, mergers and acquisitions, and tax compliance for individuals and businesses.