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Stacy Soutiere

Address

525 8 Ave SW
Suite 1100
Calgary, AB T2P1G1

Languages

    English

My Background

Stacy Soutière is an Investment Advisor, Portfolio Manager, and Financial Planner at BMO Nesbitt Burns. With over a decade in the industry, she is highly empathetic to client needs and equally passionate about putting clients first. Stacy loves hearing her clients’ stories and then helping them work out how their finances will look in future chapters. She excels in collaborating with other experts in their field to help clients connect all the dots of their financial plan. Stacy truly enjoys helping her clients not only make progress, but find confidence in their investing skills and financial literacy. She is known among the Kingsford team as being decidedly organized, supremely efficient, and the first one to dive into any task. She holds a Masters of Business Administration (MBA) from the Smith School of Business at Queen’s University. In addition, she is a Chartered Investment Manager (CIM®) through the Canadian Securities Institute, a Certified Financial Planner (CFP®) through the Financial Planning Standards Council, a Family Enterprise Advisor (FEA) through the Family Enterprise Xchange, and a Chartered Professional in Human Resources (CPHR) through the Canadian Council of Human Resources Associations. Stacy is a dedicated athlete, addicted to swimming, snowboarding, and Tough Mudder obstacle runs. She has a soft spot for all canines, but it’s her rescue dog, Wally Waffles, that rules her heart. After waiting years to be adopted, Wally is now her constant companion.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.