Marie-Josée Turcotte

Address

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

Languages

English,French

My Background

I have been working in the financial industry as head of my own team since 1996.

As an accountant by profession (CPA-CMA), I have always been interested in financial planning and portfolio management. I joined BMO Nesbitt Burns after completing my bachelor's degree in management accounting and a degree in economics. I have also sucessfully completed the Canadian Securities Course and the Certified Investment Manager designation (CIM).

My background enables me to understand the importance of economic variables on the financial position of both individuals and businesses. I have dedicated my working life to advising my clients on the financial issues facing them. I am committed to becoming the one you turn to for advice on every aspect of your financial life.

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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.