Our Team

Marc joined BMO Private Wealth in 2007, helping individuals and families manage their wealth through a disciplined, long-term, and multi generational approach. With more than 25 years of experience in the financial services industry, he guides clients through evolving market conditions while helping them stay focused on their long-term financial objectives. Prior to joining BMO, Marc gained valuable experience at TAL Global Asset Management and CIBC Asset Management, where he held various leadership roles. Today, he leads a team of highly qualified professionals dedicated to delivering personalized investment advice and comprehensive wealth management solutions. Marc holds aBachelor of Commerce degree from HEC Montréal and is both a Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA). Over the course of his career, he has built lasting relationships with clients and their families, earning their trust through thoughtful advice, personalized service, and a commitment to helping them achieve their financial goals.

Sabrina helps clients achieve their financial goals by implementing tailored investment strategies, managing investment portfolios, and evaluating performance. Since joining the team in 2018, Sabrina has built strong relationships with clients and stakeholders, enhancing the client experience through effective relationship management, personalized service and care. She holds a Finance degree from the John Molson School of Business at Concordia University and earned her Chartered Investment Manager (CIM®) designation in February 2021. Sabrina works closely with the team, our clients and partners to support portfolio management and deliver comprehensive wealth management services aligned with each client's unique needs and goals.

Mike works closely with clients to provide personalized wealth management solutions while monitoring portfolio performance and progress toward financial objectives. He collaborates with portfolio managers, financial planners, banking partners, and other specialists to help deliver an integrated wealth management experience. With over 15 years of experience in the financial services industry, Mike has developed extensive expertise in client service, investment analysis, and strategic asset allocation. He earned a Bachelor of Commerce in Finance with Great Distinction from the John Molson School of Business at Concordia University and is a Chartered Financial Analyst (CFA). Mike leverages his knowledge and experience to support portfolio management and create solutions tailored to each client's needs.

Alexandra provides administrative and operational support for portfolio management activities, helping ensure the accurate and efficient management of client accounts. She is committed to delivering an exceptional client experience through her strong organizational skills, attention to detail, and proactive approach. Prior to joining the team, Alexandra gained valuable experience in retail banking, developing a strong foundation in client services. She holds a Bachelor of Commerce with a major in Finance and applies her background to support portfolio operations with accuracy, professionalism, and care.

Angelika provides transactional and operational support to portfolio management and investment activities, contributing to a seamless client experience through efficiency, organized and attentive account support. Since joining BMO, she has gained experience in banking services, where she distinguished herself through her client-focused approach and collaborative mindset. She holds a Bachelor of Commerce with a concentration in Marketing and Finance. Angelika is committed to providing thoughtful support, exceptional service, and a positive experience for every client.