Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Serge closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, he identifies and engages a Client Strategy Team to create a personalized and constantly evolving financial plan and strategy to help meet these goals.
Serge joined BMO in 2003 in the Montreal (Quebec) office and was appointed to a Manager, Trust Services in 2006. He joined the BMO Private Bank Naples office in 2014, and has over 23 years of experience in the financial services industry. Serge earned his Bachelor of Commerce Degree with a Major in Finance from Concordia University. He has also received his Chartered Financial Analyst ® (CFA) designation. Serge is also a graduate of the Florida Graduate Trust & Wealth Management School program from the Florida Bankers Association.
Serge currently holds memberships in the CFA Society Naples and the CFA Institute, and is currently on the board of the CFA Society Naples (Vice President). He is also on the board for Champions For Learning, and is actively involved in the Champions Advisory Council, Planned Giving Committee, Take Stock in Children Selection Committee, Classroom Grant Selection Committee, and Countdown to Cap & Gown. He is also involved with the Community Foundation of Collier County’s Professional Advisors Council and the Capacity Grant Review Committee.
Serge resides in Naples, FL with his wife and two children. He is an avid sports fan, loves reading, and spending time with his family.