Richard Goulet

Address

979 Bank Street
Ottawa, ON K1S 5K5

Languages

English

My Background

I always tell my clients that I strive to be the last advisor their family will ever want or need. I enjoy helping families find peace of mind, and genuinely care about their personal and financial success. My team and I take the time to really appreciate the unique needs, goals and values of each client to ensure a truly personalized plan and customized portfolio. Integrity, honesty, professionalism and trust represent our core values, integral to a positive and successful client relationship.

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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.

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