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Julie Delaney

Address

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

Languages

    English,French,Italian

My Background

My mission: CRS -Comfort...Reassurance...Security... in pursuit of their current & long term wealth goals. Listening to my clients and understanding their concerns are what I do best. Having gone through challenging life experiences, loss of my father at a young age, having to manage my mother's finances, and being a single parent, I am able to understand how complicated and overwhelming things can be. I am committed to developing Financial and Estate Solutions that are specifically tailored to suit each client’s individual needs. My objective is to preserve, grow and transfer their estates with ease and peace of mind. In addition, I wish to educate women to assume responsibility in managing their own wealth. I work closely with my professional business partners to serve them best. My clients are business owners, professionals and retirees.

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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.