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    Julien Richard


    1501 McGill College Avenue - Suite 3000
    Montréal, QC H3A 3M8



    My Background

    For many years, Julien has been advising business owners and executives, mainly those doing business internationally. Prior to joining BMO Nesbitt Burns, Julien worked in financial risk management and corporate finance at another Canadian bank. His experience as a banker led him to participate in the financing of numerous international transactions, expansion and acquisition of businesses. Passionate about investment and wealth management, Julien now advises families of entrepreneurs and professionals seeking to achieve or protect their financial independence. He himself came from an entrepreneurial family and started his own business in his early twenties, which he sold a few years later. Julien holds a Bachelor's degree in Business Administration and is currently a candidate at Level 3 of the prestigious program CFA.

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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.