Marc joined BMO Private Banking in 2007 and is helping wealthy families effectively managing their wealth in a discipline approach with a multi generational mindset. He brings 25 years of experience to families navigating in the rapid evolving financial markets. Prior to joining BMO, Marc spent the first part of his professional career broadening his experience with an institutional pension plan manager, TAL Global Asset Management, where he held a variety of functional leadership roles within the organization.
He is presently part of a team of highly qualified professionals that offer a boutique-style family office approach with a purpose-driven culture aligned with our clients throughout North America.
Marc has a Bachelor of Commerce degree from the University of Montréal (HEC). He is a Chartered Professional Accountant (CPA) and a Chartered Financial Analyst (CFA).
Marc has built a reputable business and team over the last 25 years by keeping a well-balanced lifestyle between strengthening his family priorities & values as well as developing long lasting relationships with his friends and clients.