« JE CROIS QU'IL FAUT PLANIFIER VOTRE JOURNÉE, VOTRE MOIS, ET VOTRE CROISSANCE À VENIR »

Barbara Zukor est une conseillère en placement depuis 1984; elle est aussi un gestionnaire de portefeuille avec une désignation de CFA. Elle a favorisé des relations profondes avec ses clients et possède une réputation ainsi qu’un bilan solide.

Barbara a fréquenté l’université McGill là où elle a obtenu son diplôme BSc. en microbiologie. En 2001, elle est devenue une analyste financier agréé (CFA). Elle est un gestionnaire de portefeuille registrée ce qui lui permet de gérer nos comptes discrétionnaires.

Barbara est une leader au sein de sa succursale et sa firme. Elle sert de modèle et mentor pour ses collègues conseillers en placements. Elle est aussi membre du conseil du président de BMO Nesbitt Burns. Barbara Zukor est conseillère en placement depuis 1984; elle est aussi un gestionnaire de portefeuille et détient le titre de CFA. Elle favorise des relations approfondies avec ses clients et possède une réputation ainsi qu’un bilan solide.

Barbara est titulaire d’un baccalauréat ès sciences en microbiologie de l’Université McGill. En 2001, elle est devenue analyste financière agréée (CFA). Elle est un gestionnaire de portefeuille inscrit, ce qui lui permet de gérer nos comptes carte blanche.

Barbara est une leader au sein de sa succursale et son entreprise. Elle est gestionnaire de portefeuille principale et conseillère en placement principale chez BMO Nesbitt Burns et sert de modèle et de mentor pour ses collègues conseillers en placement. Elle est aussi membre du conseil du président de BMO Nesbitt Burns.

« NOTRE BUT N’EST PAS DE DEVANCER LE MARCHÉ, MAIS BIEN DE PROFITER DU MARCHÉ »

Michael a rejoint BMO Nesbitt Burns en 2005. Conseiller en placement, il détient le titre de CA. Il travaille principalement avec les particuliers, les retraités, les propriétaires de petites entreprises et les organismes sans but lucratif qui cherchent à développer le plan qui correspond expressément à leurs besoins.

Michael a fréquenté l’école de gestion Sy Syms de l’université Yeshiva à New York et a obtenu son baccalauréat ès sciences en finance avec mention magna cum laude. Après avoir déménagé à Montréal, il a entrepris des études supérieures en comptabilité à l’Université McGill afin de devenir admissible au programme de comptabilité de l’Université Concordia. Il a complété avec succès le diplôme d’études supérieures en comptabilité publique à l’Université Concordia. En 2006, il a obtenu son titre de CA

Pendant ses études en finance à New York, Michael travaillait comme analyste financier dans un cabinet de fonds de couverture; il travaillait aussi avec un conseiller en placement dans une grande firme américaine. À Montréal, il a travaillé pendant trois années comme comptable à l’une des plus grandes firmes de comptabilité et de services consultatifs au Canada.
 
While studying for his finance degree in New York, Michael spent time working as a Financial Analyst at a Boutique hedge fund, and spent time working with an Investment Advisor at a large American Firm. In Montreal, he spent 3 years working at one of the largest independent accounting, business advisory and consulting firms in Canada as an accountant.

Rosie possède plus de 14 années d’expérience dans ce domaine. Elle travaille chez BMO Nesbitt Burns depuis 2005. Elle possède de solides compétences interpersonnelles et organisationnelles, et elle gère toutes les tâches reliées à l’administration de l’entreprise.

Rosie a fréquenté l’Université Concordia où elle a obtenu son baccalauréat en économie. Elle est représentante en placement.

Deborah Petraroia assists Barbara and Michael with daily transactions such as trade execution and preparing client reports. She has tremendous organizational skills, a strong intent to learn, and an insatiable passion for the markets. Very helpful, approachable, patient, and knowledgeable, Deborah is a strong team player who helps us to train new staff and is always happy to assist her coworkers.

Deborah’s favourite part of the day is witnessing Barbara and Michael’s thought processes as they select securities for each unique investment profile. She reads voraciously and has more questions the more she learns about investing. There is always something new to learn within our team and we keep her on her toes – and as a ballet dancer and instructor, Deborah is very comfortable on her toes!

After graduating from the Université de Montréal with a Bachelor of Arts in Political Science and Communications and earning a Certificate in Marketing from McGill University, Deborah joined BMO Private Wealth in 2011 and assisted another team as a Sales Assistant before become part of Zukor Investment Group in October 2021. Deborah has completed the Canadian Securities, Conduct and Practices Handbook and Wealth Management Essentials Courses with the Canadian Securities Institute.

Deborah formerly served as a volunteer for the Associazione Giovani Campani Mondo Canada, a youth group in Italy’s Campania region. Their mission is to promote the culture of Italy and the Campania Region among youth. Deborah and her husband reside in Montréal and have two small children. In her personal time, her hobby is collecting real estate properties. She rents one home and her objective is eventually to renovate and resell all her places. Deborah also teaches classical ballet in her community and has served on the board of her condominium association since 2020. 

Nicola Avvampato joined our team in 2022 from the banking side of the financial industry. Very analytical, fluent in English and French, always willing to take on new tasks, and eager to learn about all aspects of the financial world, Nicola loves a challenge. He is driven to help people and enjoys the satisfaction of doing a great job assisting our clients with their transactions, account updates, queries, and other needs.

Nicola originally joined BMO Private Wealth in January 2018 as a Customer Service Representative and was soon promoted to Personal Banking Associate and then Personal Banker. He has handled mortgage applications and bank account openings and helped customers to invest through Tax-Free Savings Accounts, mutual funds, and registered accounts such as RRSPs, RRIFs and RESPs. He holds a Bachelor of Commerce degree in Finance from Concordia University, has completed the Canadian Securities Course, and is currently in the process of completing the Conduct and Practices Handbook Course with the Canadian Securities Institute.

Having been raised by a big family, Nicola’s top priority is spending time and helping out with loved ones. He is a devoted football fan who loves nothing more than cheering on the New England Patriots on a Sunday afternoon. He is also an avid hiker and fisherman – as soon as the waters defrost in the spring, he heads up into the countryside to drop a lure with his brothers.  

Very helpful, cheerful, organized, and detail-minded, Nancy Ann Fex joined our team in April 2022. In addition to supporting Barbara and Michael in their daily tasks and keeping their schedules organized, Nancy Ann manages our administrative hub. She answers clients’ calls and questions, opens accounts, and transfers funds. She also updates client profiles and accounts, tracking what needs to be done to ensure portfolios align with clients’ goals and parameters and following up to make sure the right steps are taken.

Nancy Ann’s dedication to meeting client needs has been recognized over many years of outstanding performance reviews. Prior to joining our team, she was a Client Service Representative and Administrative Assistant in the Fixed Income Department at Rothenberg Capital Management in Westmount for more than 16 years. There, she was voted by her colleagues as the Associate of the Year in 2017 for being a team player with a strong work ethic who always gave her best to help the company succeed.

Nancy Ann holds a Diploma of College Studies (DCS) in Business Administration from CEGEP de Trois-Rivières. Since January 2021, she has volunteered privately to assist a family with their Batshaw Youth and Family Centre foster children. Acting as a foster aunt, she spends time doing activities with the kids to help build their self-esteem and wellbeing. Nancy Ann formerly volunteered for almost five years as an Assistant and Helper with CHSLD St-Charles-Borromee, assisting paraplegic individuals on field trips and other outings.

Nancy danced ballet as a child and has taken ballet jazz dance lessons for many years. She also enjoys skiing, swimming, and cycling, and even cycles to work most days from her home in Westmount.