Joseph Torchia, CIM, CFP, FCSI, PFP

Investment Advisor

For the past 15 years Joseph Torchia has been working alongside his clients, providing financial planning and wealth management advice. Joseph has been at BMO for over a decade, working in both banking and wealth management, guiding his clients through life’s proudest and toughest moments. Joseph has found that his trust, integrity, and moral principles have played a significant role in both his personal and professional success.

As a self proclaimed urban explorer, Joseph’s insatiable curiosity has led him around the world, developing the global perspectives that guide his investment philosophy and his empathetic approach to client relationships. Josephs interest and genuine care for his client’s well being, fosters sincere, trustful relationships that last, and positions him uniquely to provide personal, helpful advice.

Joseph spends his free time with his wife Costanza and their three daughters: Sofia, and twins Amelia and Chiara. They enjoy exploring new restaurants, travelling, and skiing on the weekends. Joseph is active and enjoys the outdoors. He is also a committee member of the WFPS Marathon.

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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Evanthi Livera, BA (Econ)

Private Banker, BMO Private Wealth

Evanthi, with over 10 years of banking experience, joined BMO Private Wealth in Winnipeg in 2019. She specializes in personal and commercial lending strategies for high-net-worth and ultra-high-net-worth individuals, offering tailored solutions for financing and day-to-day banking. Evanthi ensures her strategies align with clients' wealth goals, focusing on identifying needs, assessing situations, and implementing solutions while monitoring borrowings. She holds a Bachelor of Arts in Economics from the University of Manitoba and is a Branch Compliance Officer through the Canadian Securities Institute. Evanthi is a member of the Women Business Owners of Manitoba and serves on the Board of Community Financial Counselling Services.