Charles-Antoine Roy
CFA, Pl.fin.

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.