Stephane Barbeau

Address

1501 McGill College Avenue
Suite 3200
Montréal, QC H3A 3M8

Languages

English, French

My Background

Stéphane has been in the financial industry for 20 years. He joined BMO Nesbitt Burns in 2000. Stéphane has a BA in accounting from UQAM as well as a graduate diploma in Applied Finance from McGill University. Stéphane is the leader and chief strategist for the team. Clients meet with him to thoroughly assess their wealth planning needs and objectives, integrating client goals with investment and wealth solutions. He specializes on the strategies and solutions for clients so that they can plan to retire with comfort, structure their assets tax-efficiently, organize their estates to recognize their wishes and protect their families.

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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.