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Jean-Francois Mathieu

Address

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

Languages

    English,French

My Background

Jean-François holds a Bachelor’s degree from HEC Montréal with a major in Finance. He is fastidious about ensuring that our clients receive exceptional levels of service. His responsibilities include the preparation of portfolio reviews, market research and analysis, reporting, trade execution, and the monitoring of comprehensive investment plans.

Jean-François leverages a vast network of multi-disciplinary professionals which enables us to go beyond investment solutions and address our clients’ broader needs.

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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.