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BMO Specialist portrait image. Your local Private Wealth specialist in Montreal, QC

Simon Rouleau


1501 Avenue McGill College
Montreal, QC H3A 3M8


    English, French

My Background

Having spent over 11 years working with local and international high net worth investors, Simon Rouleau is known for his trustworthiness, for ensuring a seamless journey to his clients and for sharing his professional insights with passion.
He draws on his extensive multidisciplinary experience and in-depth knowledge of customers, predominantly entrepreneurs, high executives and professionals to provide customized financial solutions and tackle challenges with an innovative approach. As a result of his frequent overseas travel in Africa, the Middle East, Asia and Europe where he was responsible for managing relationships with clients and financial partners, he has developed a clear understanding of global financial markets and risk factors affecting families lives and businesses operations worldwide.
Simon has been awarded the title of Chartered Alternative Investment Analyst (CAIA) and holds a Bachelor of Business Administration degree from HEC Montreal. He is also very passionate about wealth management and is continuously seeking to expand his knowledge in the field to help meet his clients’ high expectations.
He is a globetrotter, a rock climber and a cross-country ski enthusiast. But most importantly, he has a deep love for his family and a true business ethic!

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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.