How Mathieu Ouellette has found fulfillment in the industry

After shifting from the institutional to the retail space, Rising Star advisor is making his mark

How Mathieu Ouellette has found fulfillment in the industry

After beginning his career at BMO Private Banking in Vancouver in 2017, Mathieu Ouellette eventually transitioned from the institutional to the retail sector in late 2020 by joining the Oyler MacDougall Group at BMO Private Wealth in Halifax. It was there that he found fulfillment in assisting families in achieving their financial goals.

“It’s really a people business,” says Ouellette, who is one of the Rising Stars recognized by Wealth Professional this year. “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.”

In his first two years as a consultant, he expanded his book of business dramatically while navigating the COVID-19 pandemic's difficulties. Today, he collaborates with internal partners and develops a digital marketing plan, among other projects, all the while keeping his eyes on the future.

“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 credits his early successes to his inherent curiosity. A lifelong student, he absorbs all the information he can to be competitive in his profession. He enrolls in classes to boost his professional toolset in addition to staying up-to-date on the most recent news and issues.

“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.”

To read the complete Wealth Professional interview with Mathieu Ouellette, presented in an interactive digital format, click here.