Stephane Barbeau

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.