Moncton

Scott O'Neal, B.Comm., CIM, PFP

Scott O’Neal leads the O’Neal Wealth Management Team and has been with BMO Nesbitt Burns in Moncton since 1999. Born and raised in Sackville, Scott earned a Bachelor of Commerce degree from Mount Allison University, where he played on the Varsity Football team and competed for the Vanier Cup in 1991. Scott is a highly organized, dedicated, and passionate person. He gives 110% to everything he does. By taking a top-down, big-picture, approach to managing wealth Scott helps his clients to shape their long-term goals while taking good care of them in the present. He has the knowledge to employ the right people to streamline the complicated process of wealth management. Scott has been giving back to his community since 1999 when he started coaching football at Tantramar Regional High School (TRHS). He is known as the most successful head coach in the team’s 48-year history winning five consecutive Provincial Championships. As well Scott coached football for Team New Brunswick and Team Canada. Currently Scott is the head coach of the TRHS girls’ hockey team. Scott and his wife Christine live in Sackville with their four children – Aidan, Owen, Hannah and John. In his spare time he weight trains, practices yoga, enjoys cycling and golfing in the summer and skiing in the winter.

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Judy Dignard, CIM, PFP

With over 40 years of experience within the BMO Financial Group, Judy has been advising investors on their portfolios and financial plans since 1999. Combining her long-standing commitment to serve her clients with integrity and professionalism, the expertise of BMO Nesbitt Burns top-ranked research department, and her solid financial planning and investment knowledge, Judy’s goal is to deliver exceptional and personalized service. An analytical and research-oriented advisor, Judy brings a thoughtful, disciplined and detailed structure to the way our team accomplishes things. She is also personable and authentic, so clients enjoy their conversations with her and she has a gift for building trust and lasting connections.

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Guy Despres, BBA, FMA, CIM, PFP

Guy Despres is a dedicated investment professional in the wealth space and has 20 years experience advising affluent investors. With a personalized and strategic approach, he focuses on building robust yet understandable financial plans for his clients. Guy rejoined BMO Private Wealth in May of 2022, after working as a Financial Planner & Investment Advisor for Credential Securities for 10 years. Guy holds the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP) and Financial Management Advisor (FMA®) designations and holds a Bachelor of Business Administration from the Universite de Moncton. He has a strong passion for helping people achieve their goals. Guy is fluent in both French and English. In his personal time, Guy’s priorities are wife and children, spending quality time together and enjoying the beautiful community of Moncton & surrounding areas as a family.

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Brian Gibbons, BA, CIM

As Portfolio Manager with BMO Nesbitt Burns, Brian’s role positions him to provide leadership to his clients & team. His ability to inspire others to achieve their goals happens to be one of his greatest strengths. Brian has been in the financial services industry throughout his entire career since his graduation from University of New Brunswick. The depth of experience and knowledge that he has amassed benefit his clients tremendously when planning their futures. When asked what is most important advice is, Brian replied: “Educate yourself.” He warns that too many people engage their financial advisor with blind faith and strongly encourages clients to participate in their wealth management plan.

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Megan Stever, BA, B.Ed, CFP, CIM

Megan Stever is a natural born teacher; an attribute that benefits her clients every single day. Passionate about education, she ensures her approach instills confidence in clients by helping them understand their financial picture. As a Wealth Advisor, Megan works to be a true partner alongside her clients. By listening to their goals & aspirations, she is able to provide advice & information that keeps her clients on track toward what matters most to them. She services clients in both English and French. Megan’s best life advice: Step outside of your comfort zone! Be willing to move forward and grow, even when it’s intimidating. Megan’s certifications include the Canadian Securities Course, the Conduct & Practices Handbook Course, Wealth Management Essentials, CFP®, CIM®, and Life Insurance. In her spare time Megan enjoys swimming, cycling and running, and she relishes the challenge of Ironman races.

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Daniel Guimond

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

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Michelle Vienneau

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Roberto Di Donato

With more than 20 years of experience in the industry, Roberto provides industry-leading wealth management and investment counsel to affluent families, corporate executives, professionals, small business owners and institutional clients in Canada. He takes wealth management further by customizing and simplifying their wealth through providing professional investment management expertise and advice. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives –the ultimate benchmark of success. Roberto Joined BMO Private Wealth in 2006 and holds a Bachelor degree from Bishop’s University. He is a Chartered Financial Analyst (CFA) charterholder and holds the Canadian Investment Manager designation (CIM). Along with his wife, and their three kids, Roberto enjoys being active in his community in a variety of ways, he currently seat on the board of United Way of Greater Moncton and Southeastern New Brunswick and has a passion for sport.

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Wanda MacKay

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

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Susan Tregunno

Susan joined BMO Trust Co. in April 2017 and is responsible for Estate and Trust business in Atlantic Canada. Prior to joining BMO Trust Co., Susan worked in the Estate & Trust industry for another major Canadian financial institution where she was responsible for the day to day administration of a large Estate and Trust portfolio. She has extensive expertise in the settlement of estates, testamentary and inter vivos trusts and the administration of the assets of incapable individuals. Susan also has experience in the non-profit sector delivering fundraising programs and events.

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