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Francis Filion

Private Wealth Consultant, F. Pl

Tel: 514-877-6767
Toll Free: 1 800-844-6442

Address
1250 boul. René-Lévesque Ouest
Bureau 4600
Montréal, QC
H3B 4W8
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Contact Me

About Me

As a Private Wealth Consultant at BMO Private Wealth, I bring professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. 

I build a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money. 

Based on a full appreciation of the client’s unique needs, I engage a diverse team of BMO Private Wealth Professionals to help me coordinate an array of solutions reflecting the individual’s values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized, flexible wealth plan and constantly adjust it to external conditions and life transitions. 

This approach gives clients confidence knowing that a team of skilled professionals is focused on their financial success.