Patrick Bennett

Investment Advisor

Marie-Hélène Roussin

Associate Investment Advisor

Daniel Zambrano

Adjoint Administratif

Daniel a débuté sa carrière professionnelle chez Price Waterhouse Coopers (PWC) au service de fiscalité. Par la suite, il s’est joint au département de finance en entreprises du secteur manufacturier et pétrolier de taille globale. Il a joint le Groupe d’investissements Bennett dans le but d’assister les conseillers dans l’élaboration de leurs tâches quotidiennes. Structuré par le biais de suivis rigoureux, il vous offre la promesse d’un service professionnel.
 

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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.