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    Mathieu Ouellette
    CFA, MFE


    Address

    1675 Grafton Street
    Suite 1400
    Halifax, NS B3J 0E9

    Languages

      English, French, Spanish

    My Background

    Mathieu is an experienced investment advisor who works with families, executives and business owners to reach their financial and retirement goals. Mathieu has been with BMO since 2017 and started his career in Toronto where he was working in BMO Global Asset Management’s flagship Exchange-Trade Funds (ETF) investment team helping to manage over $68 billion of assets under management. Mathieu holds a Master’s in Financial Economics from Western University and has completed the Chartered Financial Analyst (CFA) program, which is known as the industry gold standard in portfolio management.

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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.