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    Charles-Antoine Roy
    CFA, Pl.fin.

    Address

    2828 boul. Laurier, 2e niveau
    Quebec, QC G1V 0B9

    Languages

      French English

    My Background

    Charles-Antoine joined BMO Nesbitt Burns in 2022. Having started his career at BMO in 2015, he then gained extensive experience in various roles within the branch network, including as a financial planner in previous years. Holder of a BA in financial services at Université Laval and the title of financial planner (Pl. fin.), Charles-Antoine is also a certified financial analyst (CFA®). Passionate about markets and retail, he takes a rigorous approach to building portfolios, supported by an integrated planning strategy that will take into account the specific characteristics of his clients. In this approach, Charles-Antoine focuses on risk and volatility management as well as tax optimization. Its expertise allows it to meet the financial objectives of professionals, business owners 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.