DANIEL LEBEUF - Key Persons
Job Titles:
- Investment Advisor and Financial Planner
- Member of the BMO
Hugo Lessard has been a member of the BMO family for more than 20 years He first joined the bank in January 2001, serving a large in-branch client base and honing his financial services expertise. After 10 years as a Financial Planner with the group, he moved to BMO Nesbitt Burns in 2011 as an Associate Investment Advisor. Hugo holds a Bachelor of Business Administration from Laval University and a certificate in Financial Planning.
He strives to ensure that all his clients benefit from his financial planning expertise and a full range of investment products. By getting to know his clients and their values, goals and priorities, Hugo can provide personalized financial planning services tailored to their needs. He also makes a point of ensuring his clients understand the financial strategy in play.
Job Titles:
- Senior Wealth Advisor and Portfolio Manager
Job Titles:
- Investment Advisor and Financial Planner
Job Titles:
- Administration Associate ( Senior )
Nicole Dimyan draws on the extensive knowledge and experience of our tax and estate professionals to help our clients put together sound wealth management plans.
Nicole has over 10 years of experience in the accounting industry. Prior to joining BMO Nesbitt Burns, she worked at PwC, where she provided internal and external clients with Canadian and U.S. audit and tax planning support.
Nicole holds a Bachelor of Commerce from Concordia University as well as the designations of Chartered Accountant (CA) and Chartered Professional Accountant (CPA). She has also successfully completed the US CPA International Qualification Exam (IQEX).
Job Titles:
- Senior Investment Advisor and Portfolio Manager
Pierre brings over 40 years of influence, experience and passion to his clients under BMO Nesbitt Burns, helping them feel more confident towards their financial goals. His involvement in various business circles and his keen interest in portfolio management have earned him an unrivaled reputation in the industry. He is among the pioneers of his generation to offer the combination of wealth management and financial planning services in. In order to provide his clients with the best possible advice and guidance, he has been writing his own financial newsletter for over 35 years.
Pierre is passionate about life, and his ultimate goal is to ensure that his clients feel confident about their finances, so that they can enjoy life to its fullest. He takes the time to help them achieve financial security, then shares with them his passion for hockey and football, and his love of music. He is generous of his time with his clients, family and community, volunteering with several foundations, including the Concordia University Foundation, the Juvenile Diabetes Research Foundation and the Gemini Foundation. His inquisitive mind, patience, conviction and understanding help him guide his clients towards success and the achievement of their dreams.
Job Titles:
- Investment Associate and Financial Planner
Job Titles:
- Investment Advisor and Financial Planner
Having began his career at BMO in 2001, Steve Mc Cready has over 22 years of financial experience. Providing personalized support to a wide range of clients, his areas of expertise are retirement planning, taxation, wealth management, and estate planning. Always striving to simplify the customer experience, he is known for being an attentive listener and for his clear, professional, and accessible explanations. His professional mission is to optimize financial health for his clients. Steve holds a Bachelor of Business Administration degree from Université du Québec à Montréal and he obtained his Financial Planner designation from the IQPF. His technical background and passion for his profession have led him to train more than 400 financial planners and retirement specialists over 2 years. He has also lent his voice to radio ads and chronicles in order to share his financial advice with the public. Outside of work, he enjoys the simple pleasures of family time, skiing and golfing. Email steve.mccready@nbpcd.com Telephone number 514-282-5886 Linkedin Connect