Our Team

Lianne Di Rocco is a Senior Wealth Advisor and Portfolio Manager at BMO Nesbitt Burns. Lianne has been advising high net worth families, foundations, and institutional clients since 1994. Lianne has earned the designations of Personal Financial Planner (PFP), Certified International Wealth Manager (CIWM), and Chartered Investment Manager (CIM). In 2015, Lianne became a Fellow of the Canadian Securities Institute (FSCI), the most senior credential in the Canadian financial services industry. 

Lianne's personal philosophy of wealth and legacy planning is clearly reflected in her multi-generational book of business. She prides herself on her ability to build, preserve and pass on assets to the people that matter most.

In Lianne’s pursuit of excellence, she has built a high performing all female team. Between the five of them and their specific skill set, they provide a personalized service with thoughtful analysis and advice. Our team consistently ranks in the top quartile for client service and loyalty.

Lianne is a founding member of Coralus (formerly SheEO), which originated as an experiment in more equitable funding for women and non-binary folk, it has since evolved into an international regenerative capital model.

Lianne believes that she can make a difference in people's lives and this commitment is evident in her business success as well as her involvement in giving back. Lianne is a co-founder of the national mentorship program for female advisors at BMO Nesbitt Burns and uses her voice and experience to empower women to think big. She also sits on the Board of the West Coast Sober Living and is an advocate of diversity, inclusion, and equity.

Never forgetting where she came from, Lianne has also established an annual bursary to cover tuition costs for a young woman attending her alma mater St. Francis Xavier University.

Lianne loves running and is very good at encouraging people to join in on the fun. When she isn't running, she loves playing tennis with her family and friends. She is a very proud mother to Patrick, Daniel, and Thomas.

Today, with over 15 years of experience, Jamie has earned a reputation as a Portfolio Manager with a strong emphasis on wealth management and client service. She has been recognized by BMO Private Wealth as a top Investment Advisor in the category of Client Loyalty and Satisfaction. On any given day, she wears many hats. She is a Portfolio Manager, a mentor, a speaker and writer. She has been a featured speaker at the BMO Financial Group Women’s Financial Summit, Fierce Feminine Leadership Live Mentoring Series and Women of Influence events.

Jamie’s reputation has gained traction over the years and she’s honoured to have been featured in various industry magazines (Wealth Professional) and newspapers (Globe and Mail), Women of Influence Magazine, as well as BMO Private Wealth’s national recruitment campaign.

She’s played active roles on BMO’s Women’s Advisory Boards, the BMO Private Wealth Maternity Leave Board and the BMO for Women Team (a team dedicated to serving female entrepreneurs and executive clients). On weekends you will find Jamie racing her 3 kids down the ski hill or sipping a margarita on the dock at the family cottage.

Bailey is a Wealth Associate and Financial Planner with BMO Nesbitt Burns. She joined the firm as an intern while attending university in 2016 and has been working with the team since 2019. She holds her Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designation and is registered with the FSRA in Ontario as an insurance agent. Bailey graduated from the University of Toronto with a Bachelor of Arts, Honours, majoring in Economics with a double minor in Philosophy and Religious Studies. 

Bailey's responsibilities include working with clients formulating their wealth plans to better understand their goals. She ensures that the plans incorporate all aspects of their financial picture, liaising with our insurance, estate planning, and tax specialists to guarantee that clients feel confident in what they can expect from their financial future. 

Bailey also works closely with Jamie and Lianne with investment management, and following their guidance, is responsible for the execution of trading for discretionary accounts. She also actively monitors and researches current and prospective portfolio holdings and stays informed about economic and market data and their impacts. 

When not in the office at Forest Hill, Bailey enjoys skiing in the winter, golfing in the summer, and chasing after her Boston Terrier, Mack. 

Teresa is a Client Service Associate at BMO Nesbitt Burns. 

Having joined the firm in 2003, Teresa prides herself on building strong client relationships and liasing with accountants, lawyers and our banking partners at BMO Bank of Montreal to provide an integrated client experience.  Teresa's responsibilities include research, trade execution, tax reporting, client contacts and operational efficiency.  Her helpful demeanour and proactive approach are essential to our group's success.

Teresa holds a Masters degree from the University of Toronto and is also proficient in Greek and Italian.

Joti Shah is a big part of our family team. She goes out of her way to make our clients feel comfortable and at home. She has been with BMO since 2009. She is licensed as a Registered Representative with CIRO, having completed the CSC, CPH and WME credentials.

Joti is affectionately known as our Chief Communications Officer and for good reason. She keeps our clients up-to-date by relaying relevant market and team information. She assists in organizing meaningful and impactful client events. She also meticulously prepares portfolio reviews and keeps the team informed on compliance and regulatory changes. Joti also helps manage daily client support. 

Joti brings a dedicated and positive attitude to work every day and clients' love both her enthusiasm and kindness.