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Colin McMichael-Bilodeau

Investment Advisor

Tel: 416-359-6847

Colin McMichael-Bilodeau

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Me


 

Colin McMichael-Bilodeau
Investment Advisor 

Tel: 416-359-6847
Email: Colin.McMichaelBilodeau@nbpcd.com​
Connect with me on LinkedIn



Colin, an Investment Advisor at Bank of Montreal Nesbitt Burns helps individuals, families and corporations through every stage of their financial priorities. Able to capitalize on his extensive experience and unique skill set, Colin connects with his clients on many levels to understand their financial needs and unique milestones while leading them to positive economic outcomes.

He believes in entering a committed partnership with his clients where focused on Wealth Planning and Wealth Preservation. Drawing upon the full depth and breadth of Colin’s team of BMO partners Colin provides his clients with an integrated multidisciplinary wealth management service including; investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving. Strategies may range from everyday goal planning, to HNW wealth creation.

Colin enjoys an active family life filled with family and friends. As a parent and past entrepreneur, Colin is aware of the importance of holistic planning and the need for quality advice as he provides for the security of his family and future of his two daughters.

 

Partners

 

Brett M Burke
Senior Wealth Planning Consultant

Brett counsels high net worth families, executives and entrepreneurs on Wealth Planning solutions, helping to articulate their wealth aspirations at any stage. He provides support to his BMO colleagues as part of an integrated wealth planning team level. Drawing on extensive financial services expertise and passion for planning, Brett helps clients articulate and understand their unique objectives for accumulated wealth. Employing a consistent, conservative value-add approach, Brett takes the time to truly understand what goals our clients want to achieve and create an innovative and tailored solutions for every client and their family.
 
Brett joined BMO Nesbitt Burns in 2011, prior to that, he worked at several major investment management firms. He joined the financial services industry after retiring from a rewarding and successful 20 year career in the Canadian Military.
Brett has been in the financial services industry for over 16 years and holds the CERTIFIED FINANCIAL PLANNER ® designation, Chartered Investment Manager (CIM) and Trust and Estate Practitioner (TEP) designations.

Stéphane Rochon
​Vice-President and Managing Director
Head of Private Client Research

Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse's Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.
Prior to joining Credit Suisse in 2004, he spent six years working with RBC Dominion Securities in Toronto.
Sté​phane is a Chartered Financial Analyst and holds and MBA from McGill University.

Richard Belley
Vice-President, Managing Director and Fixed Income Strategist

Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 21 years, including seven years in direct sales and trading. Early in his career, Richard worked as an interest rate Futures and Options institutional representative for BMO Nesbitt Burns Inc. and an international bank advising national and international clients. This was followed by a three-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc.
In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He is a CFA Charterholder and a registered portfolio manager. In 2011, Richard assumed the role of Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee.

Luigi DiPede
Canadian Equity Specialist Equity Specialist

Luigi brings over 10 years of experience in the investment industry as an Equity Research Associate at BMO Capital Markets, focusing on a variety of Canadian sectors and stocks. Part of that time was also spent as an Investment Banking Associate covering the technology, media and telecommunication sectors. Prior to joining BMO Capital Markets in 2003, Luigi spent four years developing innovative semiconductor solutions at Cogency Semiconductor and Gennum Corporation.
In his current role as an Equity Specialist, Luigi provides investment advice and commentary, working with Investment Advisors to develop customized portfolios for retail clients. Luigi is a CFA charterholder and holds an MBA and MASc from the University of Toronto.

 

Rhonda Blanch
Estate and Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.    

Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
 

Dante Rossi, CPA, CA
Director, Tax Planning at BMO Wealth Management

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.