Marc Bernard

Senior Investment Counsellor & Portfolio Manager

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.

Sabrina Valenti

Associate Investment Counsellor

Sabrina is primarily responsible for assisting Marc in implementing client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. She applies investment management techniques to communicate and implement personalized solutions based on individual circumstances, goals, and financial needs.


Since joining the team in 2018, she has been collaborating closely with internal and external stakeholders to build effective relationships. Sabrina has been enhancing client experiences through strong relationship management and is genuinely committed to offering superior service and advice.


Sabrina received her Finance degree from the John Molson School of business at Concordia University in 2016. In February 2021, she completed her Chartered Investment Manager Designation (CIM®).

Eric Joly

Portfolio Assistant

Eric provides administrative and operational support in Marc`s team to help in the implementation and development of investment plans and financial planning strategies. Since starting in 2022, he has been providing efficient service tailored to individual circumstances and goals. Working collaboratively with the team and business partners, he also assists in analyzing the data and information to provide insights and recommendations.

Eric completed a bachelor’s degree in Political Science from Concordia University in 2012, then went on to complete a master’s certificate in management from HEC Montréal in 2017. He also began working at the BMO Investment Center in 2017 where he gained valuable experience with investments in both registered products (TFSA, RRSP, RRIF, RESP & RDSP) as well as non-registered plans.


Chloé Chamï

Portfolio Assistant

Chloé holds the position of Portfolio Assistance within Marc's team. She plays an essential role in providing operational and administrative support to meet the demands of the team, clients and their partners.


Chloé graduated from ESG UQAM with a Bachelor's degree in Finance and a Postgraduate diploma in Derivative Financial Instruments. Her academic background and specialized competences make her a valuable asset in financial management.

In her free time, Chloé also volunteers with a Scout group, showing her commitment to the community and her willingness to support others.