Toll Free: 1800-267-8331
120 King Street West
910 Queenston Road
Stoney Creek, Ontario
275 James street North
Bruna has been in the Financial Services Industry since 2001. Following graduation from McMaster University with a Bachelor of Arts degree, Bruna joined the financial services team at BMO Bank of Montreal and then later joined another major Canadian bank as a CERTIFIED FINANCIAL PLANNER® professional in the downtown Toronto area. During her tenure, Bruna provided affluent clients, entrepreneurs, professionals and families with holistic financial plans, investment strategies and insurance advice to help them reach their financial goals.
As a long-time resident and supporter of the ever changing Hamilton, Ontario, Bruna is an active member of the Hamilton Chamber of Commerce and various other community organizations.
Away from the office, Bruna is married with two daughters; Mia and Madison. Bruna loves to travel, read a good book, and garden in her spare time.
Carla Pocobene, CFP®
Investment Advisor & Financial Planner
Carla was born and raised in the community of Stoney Creek where she has spent the last 30 years of her career with a major Canadian bank helping clients with all things financial. Her dedication and passion in assisting clients meet their financial goals has earned her a reputation like no other.
As a CERTIFIED FINANCIAL PLANNER® professional Carla places her clients' needs first, practices with honesty and integrity and uses her patient nature to understand her clients' holistic needs before devising an investment and financial plan to stand the test of time.
Carla speaks fluent Italian.
Carla is married to Ivano, a local Stoney Creek business owner. In her spare time Carla enjoys spending time with her family, reading and cooking.
Corri is our dedicated Administrative Associate, she has been in the financial service industry since 2002. She handles day to day client administration, client contact and Special Events. Corri manages a busy household with two growing boys and a busy husband
Darren Knott CFP®, CLU, ChFC
Estate & Insurance Advisor
Darren graduated from the University of Guelph with a BA in Economics and entered the financial industry in 1987 with a large Canadian life insurance company. He went on to obtain the CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) designations. Darren joined the BMO Nesbitt Burns Estate and Insurance Planning team in September of 2015 after spending the last 14 years with a major Canadian bank. Darren served on the Board of Directors for three years with The Learning Disabilities Association of London-Middlesex as well as with ADVOCIS on London's Board of Directors for eight years, including a one year tenure in the role of President.
Darren is a specialist at insurance based estate planning strategies. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. He put plans into place that minimize the impact of taxation to you now and to your estate in the future.
James Waters BBA, CFP®, CIWM
Director, Wealth Planning at BMO Wealth Management
At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate the delivery of customized solutions to address the unique and complex needs of clients. James has been in the Wealth Management industry for nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes.
Outside of work, James enjoys competing in sports including softball, golf, and hockey or coaching ski racing and soccer. If you do not see him creating a yard sale on the hill, tripping over the blue line or trapped in a golf bunker, he is likely on a hike with his family around one of the many trails in Hamilton. James currently resides with his wife and family in Burlington.