Danny Guarnieri, CPA, CA
Director, Wealth Planning
Danny offers personalized wealth management advice to high-net-worth BMO clients. He identifies each client’s needs and objectives and determines their financial position in order to develop a comprehensive plan that simplifies complex matters such as financial, tax, estate and business succession planning. In addition, Danny draws on his extensive experience in a private practice to develop quality plans and educate clients on the risks and opportunities inherent in these plans.
Danny joined BMO Wealth Management in 2017. He began his career in 2006 with the international accounting firm Deloitte, where he gained significant experience auditing large public and private corporations. After completing a master’s degree in taxation in 2013, he joined Deloitte’s tax services where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined the tax department of Richter LLP, where he developed his knowledge of tax planning and restructuring for private corporations and business owners.
Suzanne Desy, D.D.N., TEP, LL.B
Director, Tax Planning
After completing in-depth taxation courses with the Canadian Institute of Chartered Accountants, Suzanne worked for a chartered accounting firm with business owners and professionals on complex corporate, personal, and fiduciary issues. She has also been involved in corporate restructuring and business transfers. Suzanne also worked for a major insurance company, where she was interested in tax planning and wealth management and developed custom solutions for wealthy business owners and families.
She advises high-net-worth clients and their families achieve their goals by explaining complex tax concepts and helping them manage risks and identify opportunities.
Working with BMO for the past 15 years, Sébastien’s role is to act as a finance contact for our high-net-worth clients. BMO offers a wide range of products and programs through which it provides custom solutions to meet its clients’ immediate banking needs while developing plans to optimize their finances.
As a BMO Private Banker, Pamela Lambourne comes to the aid of our Private Wealth professionals. She offers comprehensive and personalized private banking
services to help customers optimize their finances.
Pamela has been with BMO since 2006, holding positions in financing, relationship management, direct banking and financial services. Backed by strong financial planning and financing knowledge and a wide range of products and programs, she designs personalized banking solutions based on customer needs, including financing services and small business solutions.
She is adept at developing proactive solutions that save time, identify inefficient financing, and maximize after tax returns.
Richard Belley, CFA
Vice-President & Strategist – Fixed Income, Portfolio Manager, Portfolio Services Group
Richard Belley has more than 14 years of experience in the fixed income and derivative product markets, including seven directly involved in consulting and portfolio management. He received a diploma in Finance from the École des Hautes Études Commerciales (HEC) in 1991 and holds the CFA designation.
Mr. Belley has been a member of the Portfolio Services Group (PSG) since 2001 and is involved in the development of bond investment strategies for the Private Client Division. Mr. Belley also advises and manages bond portfolios for large cap clients, professional associations, foundations, hospitals, municipalities and corporations. The PSG currently has more than $1 billion under management, of which more than $600 million is under his direct responsibility. Mr. Belley brings to the team his extensive experience of capital markets and ability to tailor solutions to meet the unique and specific needs of each client mandate, enhancing the range of services offered by our team.