Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Even at a young age, Mathieu Ouellette always had a love for numbers and a taste for entrepreneurship. So when he discovered the stock market later on, it was a revelation that set him on a lifelong path of learning.
“After graduating from my undergraduate degree, I signed up for the CFA and pursued a Master’s in Financial Economics at the University of Western Ontario,” Ouellette says. “Even after all of that, and a few years on an institutional desk on Bay Street, I’m still learning every day. That’s what I find so exciting.”
He got his start in the industry in 2017 as part of BMO Private Banking in Vancouver, made his way within the bank to Toronto and eventually landed a role on BMO Global Asset Management’s flagship ETF portfolio management team, where he helped manage assets worth over $68 billion. In late 2020, he made the leap from the institutional to the retail business by joining BMO Private Wealth in Halifax, where he found satisfaction in helping families reach their financial goals.
“It’s really a people business,” Ouellette says. “Working with clients, you’re kind of a family doctor where you follow them until one of us retires or passes on… Gaining that trust and being with them through the good times and bad is something I find very fulfilling.”
While Ouellette joined an established and reputable team, he’s proven to be an active and keen participant in the practice. With vigorous effort, rigorous perseverance, and genuine warmth, he reached out and was able to offer prospects an honest second opinion. Over the course of his first two years as an advisor, he grew his business while working through the challenges of the COVID-19 pandemic. He continues to look onward and upward as he works with internal partners and develops a digital marketing strategy, among other projects.
“When it comes to execution, we need to challenge the status quo,” he says. “We should ask ourselves, ‘How can we do this better? How can we improve our approach, our client experience, and the way we execute our investment philosophy?’”
Ouellette attributes his early accomplishments to his natural curiosity; a constant learner, he consumes every bit of knowledge he can to stay relevant in his field. Aside from keeping abreast of the latest news and topics, he signs up for courses to help bolster his professional toolkit.
“Eventually, I’ll complete the CBV and CFP, and many more. It just connects the dots,” he says. “I don’t want to be the guy with all the letters, but I do want to be the guy that can add the most value to my clients.”
Beyond that, Ouellette highlights his ability to demonstrate genuine care for his clients’ financial well-being. His clientele includes a cross-section of Canadian workers and business owners across sectors including farmers, auto salesmen, and more.
“I understand that we’re dealing with our clients’ life savings, which in most cases was earned hour per hour, mile per mile, potato per potato, or car by car,” Ouellette says. “They trust us with that wealth, and I take that responsibility very seriously.”
1400-1675 Grafton Street, Halifax, NS B4B 0V2
(902) 414-8082
linkedin.com/in/mathieuouellettecfa
Oyler-Macdougall.com
Mathieu Ouellette
Investment Advisor
BMO Private Wealth
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
Ted Talk in collaboration with key media
Moved to Halifax to join a premier investment advisory group in Atlantic Canada
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
Ted Talk in collaboration with key media
Joined BMO Global Asset Management’s flagship ETF portfolio management team
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018
Ted Talk in collaboration with key media
COMPLETED THE CFA DESIGNATION AND MOVED TO TORONTO TO JOIN BMO’S PORTFOLIO ADVISORY TEAM ON THE TRADING FLOOR
2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
Ted Talk in collaboration with key media
Started his career in finance with BMO Private Banking in Vancouver
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
2018
2019
2020
2022
Mathieu Ouellette
Investment Advisor
BMO Private Wealth
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
Ted Talk in collaboration with key media
Moved to Halifax to join a premier investment advisory group in Atlantic Canada
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
Ted Talk in collaboration with key media
Joined BMO Global Asset Management’s flagship ETF portfolio management team
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018
Ted Talk in collaboration with key media
COMPLETED THE CFA DESIGNATION AND MOVED TO TORONTO TO JOIN BMO’S PORTFOLIO ADVISORY TEAM ON THE TRADING FLOOR
2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
Ted Talk in collaboration with key media
Started his career in finance with BMO Private Banking in Vancouver
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
2018
2019
2020
2022
Mathieu Ouellette
Investment Advisor
BMO Private Wealth
Read on
Special Report
Home
Bio
Milestones
2022
2020
2019
2018
2017
2022
Insurance Business Magazine | Key Media
Launched the Life + Money Video Series
Graduated as an FEA with Family Enterprise Canada
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2020
Human Resources Magazine | key media
Moved to Halifax to join a premier investment advisory group in Atlantic Canada
2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
Human Resources Magazine | key media
Joined BMO Global Asset Management’s flagship ETF portfolio management team
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018
Human Resources Magazine | key media
COMPLETED THE CFA DESIGNATION AND MOVED TO TORONTO TO JOIN BMO’S PORTFOLIO ADVISORY TEAM ON THE TRADING FLOOR
2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2017
human resources | key media
Started his career in finance with BMO Private Banking in Vancouver
2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones
Mathieu.Ouellette@bmo.com