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).

Adriano joined BMO Wealth Management in November 2020 and brings several years of financial service experience. He has worked with high net worth clients throughout his full tenure and brings a background of great knowledge regarding investment markets. Adriano has successfully completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME®) and Derivatives Fundamentals and Options Licensing Course (DFOL). He also provided trade recommendations as a Registered Representative (RR), considering diversification across different sectors and ensuring proper asset allocation. Delivering great levels of client service has always been a main goal for Adriano and he continues to build long lasting relationships.

Thomas has been a part of BMO Nesbitt Burns since December 2024. He holds a Bachelor of Commerce in Finance from the John Molson School of Business at Concordia University, where he graduated with distinction and was recognized on the Dean’s Honour List and as a member of the Golden Key International Honour Society. Thomas is a fully bilingual Administrative Associate and Licensed Investment Representative (IR). He serves as the dedicated administrative associate for the team, supporting Angelo and overseeing all administrative functions of the practice. Thomas has completed the Wealth Management Essentials (WME) course and is currently pursuing Advanced Investment Strategies (AIS) and Portfolio Management Techniques (PMT) as part of his continued professional development. Thomas is fluent in English, French and also speaks Portuguese.