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Senior Investment Advisor & Portfolio Manager
Brendan Colafranceschi brings a disciplined, client-first approach to wealth management. With years of experience in both insurance and investment advisory, he understands that financial planning is about more than numbers—it’s about protecting what matters most and building a future with confidence. Starting his career as an Insurance Advisor, Brendan developed a strong foundation in risk management before moving into investment advisory in 2016. In 2019, he earned the Chartered Investment Manager (CIM) designation and became a Portfolio Manager, giving him the ability to offer discretionary portfolio management and advanced strategies tailored to each client’s goals.
From insurance to investmnets, Brendan's expertise spans all aspects of financial planning.
Every recommendation is designed around your unique objectives, risk tolerance, and life stage.
Brendan believes in transparency and aducation, ensuring you understand every step of your financial plan.
Disciplined portfolio construction and ongoing oversight.
Strategies to secure income and protect against logevity risk
Plans to minimize tax impact and maximize wealth
Helping you transfer wealth effectively and meaningfully
Brendan collaborates closely with you to understand your goals, risk tolerance, and timeline. He leverages BMO Private Wealth's deep expertise—including research from BMO Capital Markets, multi-asset strategists, and global economic insights—to craft a personalized investment strategy that balances growth and protection. Through regular portfolio reviews and timely adjustments, he ensures your investments remain aligned with your evolving objectives.
Brendan designs a retirement blueprint tailored to your lifestyle goals and financial needs. Utilizing BMO’s holistic wealth planning framework, he helps you model income flow, manage inflation and lifespan uncertainties, and efficiently coordinate registered plans (RRSPs, RRIFs, TFSAs) and non-registered accounts. The objective: predictable income, tax-smart withdrawals, and peace of mind through retirement and beyond.
Guided by BMO’s in-house tax experts, Brendan integrates tax strategies at every stage of your financial journey—from peak earning years, through retirement, to intergenerational wealth transfers. Tools may include cross-border tax planning, income splitting (spousal RRSPs, pension splitting), charitable giving, professional corporation structuring, and strategic use of life insurance. This cohesive approach reduces tax liability while enhancing portfolio returns.
Brendan supports you in creating a comprehensive plan that ensures your legacy endures, your beneficiaries are protected, and taxes and probate costs are minimized. With BMO’s estate planning consultation process, he helps you address critical considerations like spouse and dependent security, Will trusts, Powers of Attorney, and digital assets. The objective: clarity, protection, and intentional wealth transfer that aligns with your values and objectives
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