A Functional Network of BMO Partnerships

BMO Nesbitt Burns

Who We Are

As stewards of wealth, we take a comprehensive, collaborative approach to mitigating risk in all its forms and serving our clients’ complex needs. We partner with BMO specialists in order to heighten the value of the service our clients receive from us and our partners. 

20+ Years’ Experience

Members of our team have over 20 years of financial service experience. Much of this experience has been earned serving BMO Private Wealth clients.

BMO Recognition

Groupe Larivière is one of the very few advisory groups to be recognized in 2023 and 2022 by BMO Private Wealth for outstanding client loyalty and satisfaction, as determined via client survey.

We take a collaborative team approach, where the team as a whole takes care of each individual client, and we remain in close contact with each of our BMO partners as we contribute to their client relationships.

Professional Credentials

Members of our team hold credentials that include:

Team Approach

Why Partner with Us

As a partner of Groupe Larivière, you lead the relationship. Our team is here to protect and strengthen your relationships with your most valuable clients.

Top 1% Referrer

Competitive Pricing

As part of our family office–style service, we work with a network of BMO specialists and provide internal referrals to those partners on a regular basis.

We offer competitive fee-based pricing with flexibility for our BMO partners' top clients. This can help solidify and strengthen important client relationships.

Full-Service
Wealth Management

Longevity

We provide each client with a detailed financial plan and discretionary portfolio management with clear mandates and a longstanding investment philosophy.

We have extensive experience and a unique team structure. This allows us to provide a high level of service at a scalable level, and for multiple generations.

What We Do for Each Client

We offer a family office–style service

Comprehensive Advice

We provide holistic and integrated advice, in order to help simplify the financial lives of our clients.

Discretionary Portfolio Management

Our portfolio managers are held to a fiduciary duty to act according to each client's best interest.

Financial Planning

Our in-house financial planners provide comprehensive written plans.

Wealth Stewardship Approach

We work through a well-thought-out, consultative client process that incorporates our BMO partners at key junctures.

Client Service Mandate

Our ongoing commitment includes annual reviews, investment behavioural coaching, active risk management and regular communication.

The Right Fit

We provide an all-encompassing wealth process that’s designed to manage the unique complexities that our clients face. Our BMO partners find the most value in introducing individuals and families who align with one or more of the following categories.

High-Net-Worth

Many of the high-net-worth individuals and families we work with have relatively low liquid assets and complex financial profiles.

High-Potential Rising Generation

We also serve young professionals, including high earners in the accumulation phase, who are looking for long-term guidance.

Business Owners

Our team offers guidance to stakeholders and owners of businesses, including those with significant illiquid assets and those facing transitions like buyouts or successions.

Entrepreneurs

We also take on successful entrepreneurs, even those with relatively low investable assets, in order to build long-term relationships with the potential for liquidity events.

Introduce Groupe Larivière to your clients.

Share the link below with your clients to introduce them to our team and our approach.

BMO Nesbitt Burns

Mathieu Larivière, CIM, F. Pl., FCSI®

Senior Portfolio Manager, Senior Wealth Advisor

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Pierre-Luc Houle, BBA, CIM, FCSI®

Associate Portfolio Manager

David Heng, CFA®

Investment Advisor

Vanessa Frenna, BComm

Wealth Associate

Charlotte (Pu) Zhang

Administration Associate

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Stéphanie Rene-Filion

Administration Assistant

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