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    Martin Rivest
    CIM, Pl. Fin.


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



    My Background

    Financial planner since 2009, I help my clients achieve their goals in the short, medium and long term. I built a personalized financial plan that allows us to track their progress continuously. With the goals clearly identified, I established an investment portfolio respecting their constraints. It is also important to optimize savings and investments by limiting the impact of taxes during asset accumulation, preservation, and transfer to the next generation. It all starts with a first discussion, so make an appointment and plan your future. By planning, you greatly increase your chances of success.

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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.