Camillo (Cam) La Civita, CIM, FCSI
Portfolio Manager & Senior Investment Advisor
Mailing Address: 1100-100 Ouellette Ave. Windsor, Ontario N9A 6T3
Office Address: 1399 Grand Marais Blvd. Windsor, Ontario N9E 1E2
Camillo (Cam) La Civita has been an Investment Advisor for over 28 years and a Portfolio Manager since 1999. With a variety of financial industry experience, Cam has worked for some of Canada's largest financial services companies in a financial career spanning a total of 34 years.
Cam oversees investment strategy, portfolio construction and due diligence for the La Civita Wealth Management Group. Cam meets with clients regularly in his office and throughout Windsor and Essex County.
A strong advocate of continuing education, Cam is a proud 1983 graduate of the University of Windsor. Cam also obtained his Chartered Investment Manager designation in 1999. The CIM® designation allows Cam to offer discretionary portfolio management services to qualified clients. This prestigious program involves a very analytical approach to risk management and portfolio construction. In 2001, Cam was honoured as a Fellow of the Canadian Securities Institute. The FCSI® is one the investment industry's most prestigious professional distinctions. It is reserved solely for an elite group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
A lifelong resident of Windsor, Cam is well known locally as a financial supporter of amateur sports teams. In particular, his Alma Mater the University of Windsor Lancers. Cam has also initiated an annual scholarship for a Master's Degree in Palliative Care within the University's Faculty of Nursing in honour of his late wife Madeline who passed away from breast cancer in 2013. Cam married again in 2018 and as fate would have it his wife Wendy is a retired Nurse.
Investment Representative, Administrative Assistant
Helene has 12 years of experience in the investment industry and brings a strong client service commitment to her role of Investment Representative and Administrative Assistant. Helene is responsible for client administration for the La Civita Wealth Management Group. Her dedication to providing prompt and accurate solutions makes her a critical member of our group.
Office address: 1100-100 Ouellette Ave. Windsor, Ontario N9A 6T3
Office telephone (519) 258-2448
Major Responsibilities Include:
Primary client contact for administrative activities
Order execution and follow up
Maintenance of client accounting records and information
Primary client contact for service related activities
Secondary client contact for investment related activities (in Cam's absence)
Renee Thibert, CPA, CA, CFP
Director,Wealth Planning At BMO Wealth Management
Using a holistic apporach, Renee collaborates with her colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients' other professional counsel. Renee's goal, as part of the BMO Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.