Portfolio Manager, Investment Advisor
Daniel has over 13 years of industry experience. He started at BMO Nesbitt Burns in 2005 directly after finishing his university education. He plays a lead role in the portfolio management process from an asset allocation, sector and specific security selection perspective.
Daniel holds a Bachelor of Commerce from Ryerson University; he is a Chartered Investment Manager (CIM), Derivatives Market Specialist (DMS), a Life Insurance Advisor with BMO Nesbit Burns Financial Services Inc, and Fellow of the Canadian Securities Institute (FCSI). The FCSI is the highest honour in Canadian financial services. This designation is only reward to those who meet the stringent experience, education and ethics requirements.
Daniel lives in the West End of Toronto with his wife. He enjoys spending his weekends golfing, reading and spending time with his friends and family.
Associate Investment Advisor
Stuart graduated from the Faculty of Engineering and Applied Sciences at Queen’s University. As an Associate Investment Advisor with The Gruchala Group at BMO Nesbitt Burns and Registered Representative of the Investment Industry Regulatory Organization of Canada (IIROC), Stuart provides clients with a personalized wealth management experience. He brings comprehensive high net worth planning, investment management, and tax strategies to his clients, while leveraging the expertise of professionals throughout BMO Financial Group to provide a full-service experience.