Troy Lalonde

Portfolio Manager, Investment Advisor

Troy has enjoyed working in the investment industry since graduating in 1993. Troy has extensive experience in private client and institutional banking, as well as, venture capital and merchant banking activities. As a Portfolio Manager, he offers clients the simplicity and convenience of discretionary portfolio management.

Troy has held positions including CEO, Executive VP, President, Director, and Founder of TSX and TSX Venture listed companies. Born and raised in Cornwall, he is an active sportsman through the different seasons. Troy is proud of his ongoing support with local charities and events that enhance our community.

Languages:  English, French

Francois Marceau

Senior Investment Advisor, Senior Wealth Advisor

Francois has worked as an Investment Advisor at BMO Nesbitt Burns since 1999. Prior to that, he worked in public and private accounting for 10 years. He holds the following designations: Professional Financial Planning, Financial Management Advisor and Fellow of the Canadian Securities Institute. Frank believes in a holistic approach to investment planning to better serve the needs of his clients.

Specialties:
Investment Management / Asset Allocation Management
Financial Planning
Tax Efficiency Planning
Retirement Planning
Estate Planning

Languages:  English, French

Martin Gauthier

Portfolio Manager, Investment Advisor

Martin has 25 years of expertise in the financial industry. He joined BMO Nesbitt Burns in 2002 as Investment Advisor. Prior to that, he worked as a Financial Planner in a major Canadian bank.

He holds the following designation: CFP registered trademark (Certified Financial Planner), CIM registered trademark (MD) (Chartered Investment Manager).

Integrity, honesty, professionalism and trust represent his core values, integral to a positive and successful client relationship.

My BMO Nesbitt Burns office is located at:
280 Main Street East, Hawkesbury, ON  K6A 2R4

Languages:  English, French

John Cleary

Investment Advisor


Prior to joining BMO Nesbitt Burns in 2019, John worked on a wealth management team for high net worth clients at another financial services firm. A former summer student of BMO Nesbitt Burns in 2014, John acquired his passion for financial services while working alongside a number of advisors in the Cornwall office. He is a graduate of the University of Ottawa’s Telfer School of Management with a Bachelor of Commerce, Specialization in Finance. He is also currently pursuing his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

John was born and raised in the Cornwall area, where he still resides to this day. He has been involved in the community from a young age, playing his entire minor and junior hockey in the Cornwall area. He attended high school at St. Joseph’s Catholic Secondary School where he was also involved in a number of extra-curricular activities.

John’s passion for helping others extends far beyond his role as an Investment Advisor. In the spring of every year he organizes a local ball hockey tournament in support of a facility that helps individuals suffering from addiction and mental health issues.

Cindy Charlebois

Investment Representative

Cindy has worked in the capacity of Investment Representative for BMO Nesbitt Burns for over 20 years.  Prior to that, she worked in the banking industry for five years.

Clients can reach out to Cindy in regards to any changes to account information or other administrative needs. She also provides trading support including order entry of fixed income, equities, mutual funds and confirmation of trades/settlements.

Cindy is a graduate from Carleton University with a B.A. Honours in Economics. Born and raised in Cornwall, she enjoys golf, skiing, curling, and spending time with family.

Dan Mano

Investment Representative

Dan focuses on client trading support including order entry of fixed income, equities, mutual funds and confirmation of trades/settlements. In addition, he administers client accounts regarding client inquiries and account status and assists with marketing initiatives. Prior to joining Nesbitt Burns, Dan worked in the Forest Products industry holding various manufacturing and marketing management positions.

Dan is a graduate of the University of New Brunswick’s engineering faculty and has been a member of the Cornwall community for more than 30 years.  He enjoys golf, curling, and spending time with family.

Ashley Tessier

Administrative Assistant

Ashley has worked in the banking industry for approximately three years.  She was working with BMO Bank Of Montreal at the Cornwall and surrounding area branches.  She joined our team here at Nesbitt Burns in 2020 and assists Frank Marceau.   Ashley has completed the Mutual Funds Course and is currently enrolled in the Canadian’s Securities Course through the CSC program.
 
Clients can reach out to Ashley in regards to any changes to account information or other administrative needs.

Born and raised in Cornwall Ashley enjoys reading, four-wheeling and family time.

Languages:  English, French