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Lawrence Ross
Jonathan Gottesman
Frances Dimou
Georgia Kapogianis

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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Who We Are

Our Team

 

Lawrence (Larry) Ross, MBA, CIM®, PFP, CPCA
Senior Vice President, Senior Wealth Advisor and Portfolio Manager

Tel: 416-359-4182
Email: lawrence.ross@nbpcd.com
Connect with me on LinkedIn
 
Larry Ross leads the Ross Group Wealth Advisors. He began his career in 1989 and joined BMO Nesbitt Burns (formerly Burns Fry) in 1992. Since the age of 23, Larry has helped people to enhance and enjoy their wealth, in life and in retirement. He has deep experience in putting together all aspects of one’s wealth picture. He has earned the Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), Personal Financial Planner (PFP), and Certified Professional Consultant on Aging (CPCA) designations. He is also a Life Insurance Advisor at BMO Nesbitt Burns Financial Services Inc.
 
Larry graduated with a Bachelor of Science in Mathematics from Western University and a Master of Business Administration from York University. This background gave Larry a methodical, analytical and consistently disciplined approach to managing assets and executing strategy. He is constantly learning and is recognized perennially as a member of the firm’s President’s Council and Director’s Club.
 
Larry is writing a book to share insights he has learned from his clients over his three decades in wealth management. Larry and his wife Suzanne have two sons, Jamie and Noah. Larry stays fit with running, Pilates and Eldoa and enjoys golf and playing guitar. He and his family have been active in the Juvenile Diabetes Research Foundation of Canada’s Annual JDRF Ride and JDRF fundraising and mentoring programs for the past two decades.
 

Jonathan Gottesman, CFP®, CIM®
Investment Advisor

Tel: 416-359-5503
Email: jonathan.gottesman@nbpcd.com
Connect with me on LinkedIn
 
Before joining the Ross Group Wealth Advisors to hone his skills under Larry Ross’s mentorship, Jonathan worked with top teams at RBC Dominion Securities, where he gained invaluable knowledge about serving ultra-high net worth investors.
 
Jonathan has always been passionate about investing and began building his own portfolio at a very young age. The aspect of advisory services he finds most rewarding is financial planning to help people achieve their goals and dreams. He holds the Chartered Investment Manager (CIM®) designation, a Certificate in Advanced Investment Advice from the Canadian Securities Institute and a Bachelor of Arts from Western University. Jonathan is also certified as a Life Insurance advisor with BMO Nesbitt Burns Financial Services Inc. and holds the Certified Financial Planner Designation (CFP®).
 
Jonathan supports multiple charitable and not-for-profit organizations. He serves on the Board of the Weizmann League, an organization of leaders who work together to promote science and research to confront some of the world’s biggest challenges. In his down time, you can find Jonathan relaxing with family and friends, travelling, playing the piano, and watching and playing hockey, golf, and basketball. 

Frances Dimou, CFP® (Level I)
Associate Investment Advisor

Tel: 416-359-6149
Email: frances.dimou@nbpcd.com
Connect with me on LinkedIn
 
Frances performs all our team’s trade execution with speed and a keen attention to detail and accuracy in order to minimize errors. In addition, she also brings good portfolio ideas to the table, performs research, adjusts portfolios to maintain asset allocation targets, prepares proposals for clients, and does a great deal of legwork to support Larry’s portfolio management decisions.
 
With tremendous tenacity and resourcefulness, Frances is like a dog with a bone: she will do whatever is needed to get things done for our clients or to dig deep for real insights about a potential investment. She worries so that our clients don’t need to.
 
Frances has been in the investment business since 2003. She began as a Sales Assistant with CIBC Wood Gundy, moved with her team to RBC Dominion Securities as an Associate Advisor, and then joined BMO Nesbitt Burns in 2008 as an Associate Investment Advisor, where she joined our team in 2012. Frances holds a diploma in Financial Services from Centennial College and Level I of the Certified Financial Planner (CFP®) designation.
 
She is an animal lover who spends her free time working out, studying, exploring interior design and maintaining a healthy lifestyle. 
 

Georgia Kapogianis, BAS, BA (Econ)
Senior Sales Assistant 

Tel: 416-359-4509
Email: georgia.kapogianis@nbpcd.com
Connect with me on LinkedIn
 
Georgia has more than 25 years of experience in the investment industry. She joined BMO Nesbitt Burns and became part of our team in 2002. With a strong work ethic, an eagle eye for detail and a personal commitment to providing the highest level of client service, Georgia is our clients’ primary liaison for inquiries about account maintenance, document management, banking services and tax-related matters. In addition to keeping our team organized and efficient, she executes trades and research tasks. Georgia has made great strides in improving our team’s client service and administrative procedures.

Prior to joining BMO, Georgia was an Administrator with Knight, Bain, Seath and Holbrook Capital Management, a prestigious investment counsel boutique, and a Senior Account Administrator with CIBC Mellon Global Securities, a pension administrator.
 
Georgia holds two degrees from York University – a Bachelor of Administrative Studies and a Bachelor of Arts in Economics. In her spare time, Georgia formerly volunteered at the school where her two children were enrolled. She and her family enjoy travelling, spending time outdoors and opening their home as a hospitality hub for entertaining their large family and circle of friends.



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