Mark Lalonde, CFA

Senior Portfolio Manager & Senior Wealth Advisor

Mark has been investing professionally since 1984 when he joined a major full-service brokerage firm as an
investment advisor. He obtained the CFA designation from the Association for Investment Management and
Research in 1993. He joined BMO Nesbitt Burns in 1999 and was licensed as a Portfolio Manager in 2002.

Daniel Khayat, CFA

Associate Portfolio Manager

Daniel aids our team in business development, equity research and client liaison. In addition to the completion of several courses from the Canadian Securities Institute, Daniel holds an honors double major degree from the University of Western Ontario, specializing in Economics and Psychology and became a CFA charter holder in April 2023.

Samuel Bourgeois

Administration Assistant

Samuel is a graduate of The University of Quebec at Montreal’s business administration program. He diligently
handles client account administration for our team and he is perfectly bilingual.

Danny Guarnieri, CPA, CA, LL.M, F.Pl.

Director, Wealth Services

Danny has over 13 years of professional experience in Financial Planning and Financial services. He holds
a Masters Degree in Taxation from HEC, a CPA designation and was licensed as a financial planner in
2018. Prior to working at BMO, Danny worked at Richter and Deloitte in corporate tax advisory.