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.
Top-Ranked Team
Groupe Larivière is a top-three team in Quebec and is one of the very few BMO advisory groups to be recognized in 2024 for outstanding client satisfaction.*
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®)
Master of Laws (LL.M.)
Diploma of Higher Specialized Studies Taxation (DESS Fisc.)
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 Referrer with High Client Satisfaction
We have ranked in the top 15 of 83 Quebec teams for referrals given to BMO partners, and we have ranked 3rd in customer satisfaction out of 151 teams in the region.*
Competitive Pricing
Our fee-based pricing is competitive as well as flexible. We routinely review and adjust our fee in order to help our BMO partners secure new relationships.
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.
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.
Marketing Resources
Our partners have the opportunity to create joint marketing pieces that can help facilitate new client relationships.
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.
Top-Rated Client Service Mandate
With top ratings from 93% of survey respondents, our ongoing service stands well above the BMO average for proactive 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.
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
Book a meeting with me:
Book a meeting with me:
Book a meeting with me:
Danny Guarnieri, CPA, CA, LL.M. Fisc., F.Pl.
Director, Wealth Planning
