BMO Private Wealth
3225 boulevard Saint-Martin, Ouest
Marc Lavoie, Pl. Fin.
Marc joined BMO Private Wealth in 2005 and have 23 years of banking and borrowing experience. He holds a bachelor’s degree in finance and in Marketing from HEC Montréal and I am a member of the Institut Québécois des planificateurs financiers du Québec (IQPF). He also holds the Mutual Fund Representative credential. Before becoming a Private Banker, Marc was responsible for Private Wealth business development for the Laval, Laurentides and Lanaudière region.
Marc’s objective is to provide clients with comprehensive and customized solutions to complex situations through a coordinated and proactive wealth management plan. Marc knows how to navigate the intricacies and challenges of wealth management, thus assuring clients that their goals are achievable.