A Functional Network of BMO Partnerships
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BMO Nesbitt Burns
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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.
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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
Financial Planner
Chartered Professional Accountant (CPA)
Chartered Financial Analyst (CFA)®
Certified Investment Manager (CIM®)
Member of the BMO Nesbitt Burns National Advisory Council (from 2016 to 2019)
Fellow of the Canadian Securities Institute (FCSI®)
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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.
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Top 1% Referrer
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.
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Competitive Pricing
We offer competitive fee-based pricing with flexibility for our BMO partners' top clients. This can help solidify and strengthen important client relationships.
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Full-Service Wealth Management
We provide each client with a detailed financial plan and discretionary portfolio management with clear mandates and a longstanding investment philosophy.
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Longevity
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.
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Marketing Resources
Our partners have the opportunity to create joint marketing pieces that can help facilitate new client relationships.
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What We Do for Each Client
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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 and Entrepreneur
Our team offers guidance to stakeholders and owners of businesses, including those with significant illiquid assets and those facing transitions like buyouts or successions.
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Introduce Groupe Larivière to your clients.
Share the link below with your clients to introduce them to our team and our approach.
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BMO Nesbitt Burns
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Mathieu Larivière, CIM, F. Pl., FCSI®
Senior Portfolio Manager, Senior Wealth Advisor
Book a meeting with me:
Pierre-Luc Houle, BBA, CIM, FCSI®
Associate Portfolio Manager
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David Heng, CFA®
Investment Advisor
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Vanessa Frenna, BComm
Wealth Associate
Charlotte (Pu) Zhang
Administration Associate
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Contact us
Stéphanie Rene-Filion
Administration Assistant
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Book a meeting with me:
Book a meeting with me:
Book a meeting with me:
ML Internal COI brochure - ENG
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ML Internal COI brochure - ENG
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