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    Patrice Moussalli
    CIM®, FCSI®


    Address

    5145 Cote-des-Neiges
    Montréal, QC H3T1X9

    Languages

      English, French, Arabic

    My Background

    Patrice Moussalli has been in the financial industry since 2003. He started his career, as junior associate, with Berskshire Investment Inc and became fully licenced advisor in 2005. Prior to joining BMO Nesbitt Burns, he worked with Scotia bank/securities Inc where he helped his clients achieve their financial goals. His attention to detail, listening skills and empathy are symbols of his appreciation to his clients. Patrice is Chartered Investment manager (CIM®) designation holder since 2013 and Follow of CSI (FCSI®) since 2017.

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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.