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Troy Lalonde
Martin Gauthier
Francois Marceau
Cindy Charlebois
Dan Mano
Al Merizzi

Tel: 613-938-5646
Tel: 1-800-526-0473

Address
55 Water Street West
Suite 100
Cornwall, ON
K6J 1A1
Map

 

Troy Lalonde
Portfolio Manager,
Investment Advisor

Tel: 613-938-2414
Fax: 613-938-5645
Toll Free: 1-800-526-0473

Email: Troy Lalonde
 

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
Vice President, Wealth Advisor

Tel: 613-938-5644
Fax: 613-938-5645 
Toll Free: 1-800-526-0473 

Email: Francois Marceau
Connect with me on LinkedIn 
 

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
Investment Advisor

Tel: 613-636-0027
Fax: 613-636-5930
Toll Free: 1-866-263-5930

Email: Martin Gauthier
 

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

Cindy Charlebois
Investment Representative

Tel: 613-938-5646
Fax: 613-938-5645
Toll Free: 1-800-526-0473

Email: Cindy Charlebois
 

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

Tel: 613-938-5073
Fax: 613-938-5645
Toll Free: 1-800-526-0473

Email: Dan Mano

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.

 

Alain (Al) Merizzi
Administrative Assistant

Tel: 613-938-3158
Fax: 613-938-5645
Toll Free: 1-800-526-0473

Email: Alain Merizzi

Al works in the capacity of Administrative Assistant. As an assistant, Al’s duties include administering client accounts, executing client inquiries and requests and helping with marketing initiatives. 

He has completed the Canadian Securities Course and the Conduct and Practices Handbook Course.  He is currently working on getting his Investment Representative designation. Prior to joining Nesbitt Burns, Al had a successful 28 year career as a secondary teacher at St. Lawrence High School and Rothwell-Osnabruck School. Al is a graduate from The University of Ottawa obtaining a Bachelor of Arts, a Bachelor Of Education and a Certificate of Business Administration.

Al has been a lifelong, active Cornwall community member volunteering for several years with organizations, such as, the Kinsmen Minor Soccer Association, Sears High School Drama Festival and the S.D.& G Athletic Association.


Languages:  English, French