Get to know us

Angelo has been in the financial services industry since 1992 and brings superior academic knowledge and many years of experience to BMO Nesbitt Burns. After completing his Undergraduate Degree in Economics from the renowned McGill University in Montreal, Angelo obtained his designation as a Certified Management Accountant (CMA) and later on his designation as a Certified General Accountant (CGA). Angelo has also obtained his designation as a Canadian Investment Manager (CIM) and Chartered Strategic Wealth Professional (CSWP). He is also a Fellow of the Canadian Securities Institute (FCSI).

Elsa joined BMO Nesbitt Burns in August of 1995 and brings 27 years of financial service experience to the team. She has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook. Elsa provides prompt, courteous service to all clients and keeps them informed of any actions taken in their accounts. Her commitment to a high level of client service is reflected in her dedication in putting clients first, understanding their needs and offering advice and answers that are right for them and their specific situations.

Francis has been a part of BMO Nesbitt Burns since March, 2021. Francis has completed his Bachelor’s in finance at John Molson School of Business. He has continuously improved throughout his academic career and graduated university with distinction as well as being a part of the Golden Key Honours Society.  His passion is in securities trading and portfolio management. He is responsible for the execution of trades related to investing as well as the rebalancing of portfolios with respect to the client’s investment policy statement. Francis has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials Course (WME).