Brian Miatello graduated with an honours Bachelor of Mathematics degree from University of Waterloo followed by an MBA degree from Ivey Business School at Western University. Thereafter he entered the investment industry as a broker with a prominent securities dealer. He further enhanced his qualifications with the acknowledged gold standard in investment management by obtaining the Chartered Financial Analyst designation in 1992.

He joined a major trust company's investment management team in 1997 and he has been a portfolio manager since 2001, most recently with the same major bank's Private Investment Counsel. In 2009 he joined BMO Wealth Management, where he manages equity portfolios for himself and clients. The BMO position represents the culmination of all his education and experience, having learned from the best investors along the way. He remains passionate about the investment business to this day.

Brian’s personal recreational interests include reading, golf, cycling, and skiing with his wife Anne. 

At BMO Nesbitt Burns, Shannon excels as a Client Service Associate, leveraging her detail-oriented communication skills to manage family wealth with precision. Certified in Canadian Securities (CSC) and Conduct and Practices (CPH), Shannon prioritizes compliance and client satisfaction. Her certifications and extensive experience are pivotal in delivering exceptional service.

Shannon also brings a rich academic background and research expertise in European, Russian, and Eurasian studies. She earned her Master’s degree from the Munk School of Global Affairs and Public Policy at the University of Toronto in 2021, following her BA Honours in European Studies.

Outside of work, Shannon enjoys exploring new cultures through travel, reading historical novels, and spending quality time with her family and friends.