Our Team

Fluent in English and Italian, Carla Barichello is an experienced Investment Advisor and Financial Planner with over 30 years of experience assisting multiple generations of families and their businesses. She works in Stoney Creek and throughout the Niagara region to help her clients build and preserve wealth by providing objective advice and comprehensive, multigenerational wealth planning. Clients love Carla’s warmth, integrity, relatability and down-to-earth yet upbeat attitude.

Carla holds the Certified Financial Planner (CFP®) and the Registered Retirement Consultant (RRC®) designations and has a strong background in investment management, private banking and financial planning – including retirement, estate, trust and tax strategies. She joined BMO Private Wealth in 2017 after working with CIBC Imperial Service for more than 30 years, where her roles included Financial Advisor, Personal Banking Representative, Account Manager and Head Teller. Carla won the CIBC Award of Distinction in 2012 and the Chairman’s Award in 1996 and was a four-time Annual Achiever and multiple Quarterly Achiever.

In 1962, Carla’s parents left their large family in Northern Italy to immigrate to Canada and settled in upper Stoney Creek, where Carla was born and grew up on a mushroom farm. In her personal time, Carla loves talking with seniors in her community – she visits widows and widowers on an informal basis to chat and hear their life stories. Carla also likes to keep busy and active, is learning tennis, and loves travelling to visit family in Italy and explore other parts of the world.

Breanna was recruited to join BMO Nesbitt Burns in 2019. Her personality and passion for helping clients and providing exceptional service had her quickly promoted from an business operations role to administrative assistant.

As the team’s head of all client service and administrative duties, she is able to have her personality complement her drive to keep the Team’s business operations running at peak performance. Breanna is adept at multi-tasking, and she is able to effectively prioritize and manage multiple projects on the go. To better service clients, Breanna is continuing to upgrade her knowledge and is enrolled in several wealth management courses.

In Breanna’s free time she enjoys spending time with her family and friends doing a variety of activities. She loves to read by the pool and enjoy outdoor sports in the summer months, and likes to hit the slopes in the winter months.