Raphaelle Nadeau
Director, Wealth Planning
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.
Zeina Khalife, LL.B., LL. M. (Tax), F. Pl.
Financial Security Advisor, Estate and Insurance Advisor
Zeina advises high net worth families, professionals, and entrepreneurs on specialized estate, tax, and insurance solutions. She is known for her ability to simplify complex matters and deliver practical, well informed strategies related to wealth transfer, new family wealth, tax planning, and philanthropy. Zeina joined BMO in 2011, following several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.
Nicolas Lessard
Private Banker
With BMO for 26 years, Nicolas has a solid financial background. Since joining BMO Private Wealth in 2005, he has steadily become one of the best wealth management advisors in Canada. He holds an undergraduate degree from HEC Montréal, a Financial Planner (Fin. Pl.) designation from the Institut Québecois de planification financière, passed the Canadian Securities Course as well as the Chartered Investment Manager designation (CIM®).
His background as a Financial Planner as well as his extensive experience allow me to fully grasp the intricacies of all aspects of wealth management. His human side, listening skills and dedication have helped him developing a truly professional approach to account management.
Acting with honesty and integrity, he works closely with his wealth management colleagues to create personalized financing solutions in order to help our clients achieve their goals at every stage of their lives.