Julien Richard
CFA

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.