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Robert Poirier

Address

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

Languages

    English,French

My Background

Robert Poirier is a wealth advisor with BMO Nesbitt Burns since 1999. He is committed to providing you with the right wealth management solutions and help you achieve your financial goals while protecting your best interests.
His investment planning approach is based on five pillars: Review of your investment knowledge, understanding your objectives, establishing an asset allocation strategy, selecting suitable investments,  constructing a portfolio that corresponds to your needs, ongoing portfolio monitoring. Retirement planning, Estate planning, Risk management and Business Ownership planning are all elements that take part of his process. Listening, patience, understanding your needs are essentials for him to fill your 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.