Skip Navigation

Bradley Steinmetz

Portfolio Manager and Investment Advisor

Tel: 514-282-5825

Bradley Steinmetz
Maddalena Colantonio

Address
BMO Nesbitt Burns
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Map

Contact Me

Meet our Team

Bradley Steinmetz
Portfolio Manager and Investment Advisor

Tel:  514-282-5825

Email: Bradley.Steinmetz@nbpcd.com​

 Connect with me on LinkedIn 

With over 20 years of experience as an Investment Advisor, I oversee the financial affairs of a select group of families, retirees, corporate executives, business owners and non-profit organizations. I worked for 8 years in public practice as an Accountant.  This gave me incredible experience in the understanding of financial information. Because I have the knowledge and experience of an accountant, I have the experience to plan for businesses.

Building strong client relationships is the foundation of my approach as a financial adviser. My primary focus is guiding clients to achieve their financial objectives with clarity, transparency, and a disciplined process.

I take tremendous pride serving on many hospital boards and foundations, notably my 6-year term as President of the Jewish Hospital of Hope Eldercare Foundation.

Read More

Maddalena Colantonio
Investment Representative

Tel: 514-282-5881

Email: Maddalena.Colantonio@nbpcd.com​

Maddie has been active in the financial services industry for over 25 years. Maddie joined the industry in an administrative capacity, going on to become licensed as a Registered Representative and now oversees the daily operations of the business.  Among her educational achievements, she has successfully completed the Canadian Securities Course, Investment Management Techniques, and Options Licensing Course.  

Maddie is responsible for ensuring an efficient and expedient client on-boarding experience, as well as maintaining client requests and relationships. She replies to unsolicited requests for orders on shares, mutual funds, options and fixed-income securities, and is responsible for maintaining and administering all client cash flow and investment income strategies.

She has been working directly with Bradley Steinmetz’s team since April 2018, and brings with her an extensive background in the investment industry and a keen attention to detail. Simply put, Maddie is one of the most experienced and sought-after financial assistants in the city. "9 to 5 is not part of our vocabulary." says Maddie, "we see tasks through until they are completed."
 

Our Partner

 

George Trapkov, CFA
Vice-President and Portolio Manager, Portfolio Advisory Group
BMO Nesbitt Burns

George has over 15 years of experience in the investment industry and is a registered Portfolio Manager. He is responsible for generating actionable Canadian and global stock ideas; working with Advisors to help customize client portfolios and participating in the management of the Guided Portfolios.

He was most recently a Research Analyst with a Canadian small/mid cap broker where he was responsible for coverage of Industrials and special situations.

Prior to that, George was a Portfolio Manager with a mid-size Canadian asset manager where he was responsible for coverage of North Americ​an securities in balanced and dividend mandates. George is a CFA Charterholder and a graduate of York University.
 

 

 

Jean Richard, LL.L, LL.M, M. Int. Tax, Pl. Fin., TEP
Sr Manager HNW Consulting
Enterprise Wealth Planning

Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wales (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.

In his capacity, he provides support and advice to our Canadian and US clients on complex issues of taxation, estate and financial planning and business succession.

 

 

Danny Guarnieri, CPA, CA, LL.M Fisc.
Director, Wealth Planning
BMO Wealth Management

Danny joined BMO Wealth Management in 2017. In 2006, Danny began his career at Deloitte, an international public accounting firm, where he gained valuable experience in auditing large private and public corporations. After completing his Masters in Taxation in 2013, he joined Deloitte’s tax practice where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined Richter LLP’s tax practice where he further specialized on tax planning and reorganizations for private corporations and business owners.

Danny provides customized wealth advisory servic es to BMO’s high net worth clients. Danny obtai ns an understanding of each client’s needs, goals  and financial situation in order to develop a co mprehensive plan that simplifies the complex subject matters such as: financial, tax, estate, and business succession planning. Furthermore, Danny leverages his extensive experience in private practice in order to provide high quality plans and sensitize clients on risks and opportunities inherent to such plans. 

 

 

Jean-François Hébert
Senior Vice-President, Financial Security Advisor
BMO Estate Insurance Advisory Services

Jean-François provides insurance solutions for Canadian investors to enhance their wealth. He has been with BMO since 2014 and has worked with National Accounts for over 19 years, contributing in helping high-net-worth and ultra-high-net-worth individuals and families maximize their estate, realize substantial tax savings and ensure continuation plans for their business. Jean-François has a thorough academic background and has accumulated over 25 years’ experience in the financial services industry.