Joe Fiorentino, CPA, FCSI, PFP

Investment Advisor, Portfolio Manager

Career

Joe Fiorentino is a Winnipeg based Investment Advisor that has combined his educational background with years of experience to help individuals and families create and preserve wealth. For over 25 years Joe has been an Investment Advisor with BMO Private Wealth’s Nesbitt Burns division. Joe previously worked at a large international accounting firm from 1984-89 where he learned the intricacies of what makes businesses investment grade.

 

Education

Joe has earned the top designations in the financial services industry including:

  • Chartered Accountant (was C.A., now C.P.A) since 1988

  • Fellow of the Canadian Securities Institute (FCSI) 2000

  • Chartered Investment Manager (CIM) 2013

  • Professional Financial Planner (PFP) 2011

  • B.Comm (Hons) from University of Manitoba class of 1985

 

Family and Personal Life

Joe and his wife Raffaella enjoy spending summer weekends at their cottage in Matlock where they play golf, tennis, pickleball, and enjoy the outdoors. Joe is also a car enthusiast, appreciating the combination of design and engineering that goes into every vehicle. Naturally, his favourite sport to follow is Formula One racing, but is also a supporter of the local Winnipeg Jets Hockey team.

 

Community Involvement

Joe has been involved in several charitable organizations including:

  • Rossbrook House

  • St. Boniface Hospital Research Foundation

  • St. Paul's High School

  • United Way as a canvasser

  • The Italian League of Manitoba

  • The Italian Canadian Foundation

Rayanne Fries, FCSI, CIM, PFP

Associate

Career

Rayanne's career in the financial service industry began in 1999 as a Financial Services Co-coordinator with the Bank of Montreal. In 2000, Rayanne joined BMO Nesbitt Burns and has worked with Joe ever since. In her current role as Associate, Rayanne assists Joe in the daily management of investment portfolios, financial planning, and account administration.

 

Education

Rayanne has continually pursued education throughout her career earning multiple designations including:

  • Fellow of the Canadian Securities Institute (FCSI) 2006

  • Chartered Investment Manager (CIM) 2013

  • Professional Financial Planner (PFP) 2011

  • Bachelor of Commerce (Hons.) with a double major in Finance and Accounting from the University of Manitoba 1999

  • Bachelor of General Studies from Brandon University 1996

 

Family and Personal Life

Rayanne and her husband Chris are proud parents of their daughter. Creating new memories as a family is Rayanne’s top choice for spending her free time. Rayanne also enjoys Tae Kwon Do and distance running.

Lyndsay Antonini

Client Service Assistant

Career

Lyndsay started her financial service career working for Manulife before bringing her talents to BMO Nesbitt Burns in 2011. Lyndsay has become an integral part of the team, providing clients with a wide variety of administrative services. With her years of experience and excellent understanding of clients needs, Lyndsay ensures an enjoyable and professional experience.
 

Experience and Education

  • Graduate of River East Collegiate

  • 10+ years in the financial services industry

 

Family and Personal Life

Lyndsay and her husband Daniel enjoy life with their rescued dog Kona. Frequent long walks and trips to the dog park keep the whole family busy. In the summer months, Lyndsay enjoys spending as many weekends as possible at West Hawk Lake with friends and family.

Ariana Fiorentino

Client Service Associate

Career

Ariana started her financial services career with BMO Nesbitt Burns in 2020. Ariana assists the team in a wide variety of client service related tasks.
 

Education and Experience

  • Canadian Securities Course (CSC)

  • Conduct and Practices Handbook Course (CPH)

  • Bachelor of Education from the University of Winnipeg

  • Bachelor of Arts from the University of Winnipeg

 

Family and Personal Life:

Ariana and her husband, Steven, are kept busy with their dog, Theo. Ariana enjoys walking, reading, and spending time at her family cottage.

Mario Fiorentino, B.Comm. (Hons)

Client Service Associate

Career

Mario Fiorentino joined the team in late 2023 and is working towards become RR licensed while focusing on client experience and business development. Mario previously worked at a vehicle manufacturer located in Winnipeg where he managed supplier relationships. 

 

Education

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH) 
  • B.Comm (Hons) from University of Manitoba class of 2020

 

Family and Personal Life

Mario enjoys staying active through various sports such as hockey, golf and basketball. Additionally, Mario enjoys playing the guitar and listening to live music. 

 

Community Involvement

Young Associates Organization

United Way Ambassador for the 2023 BMO campaign

Our Partners

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Kurtis Massey, CFP, CIM, TEP

Wealth Planning Consultant, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

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Shane Verity, CFP, TEP

Estate and Insurance Advisor, BMO Private Wealth

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

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Anthony Maros, BA (Econ)

Senior Private Banker, BMO Private Wealth

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

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Kimiko Comeau, CFA

Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.

Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.