The Caracciolo Team is a group of investment professionals with over 90 years of financial experience. We are driven to help our clients create, preserve and grow their wealth through a highly disciplined and structured approach.
We are focused on creating solutions for your wealth management needs, which include:
Multi-Generational Estate planning and trust services
Financial Planning with Naviplan(in-depth retirement analysis)
Discretionary Portfolio Management
Even a successful team like ours cannot operate without a strong foundation. BMO Nesbitt Burns is one of Canada’s leading full-service investment firms, employing over 4,300 dedicated professionals who serve the investment needs of individuals, corporations, governments and institutional clients from an extensive network of Canadian and international offices.
At BMO Nesbitt Burns, we offer top ranked investment research. One of our roles in The Caracciolo Team is to assess the vast amount of research and provide you with the relevant background information to make informed investment decisions. We are committed to bringing you security and peace of mind regarding your wealth management issues.
The Caracciolo Team is composed of Robert Caracciolo, Senior Vice-President & Senior Investment Advisor; Peter Denhamer, Senior Vice-President and Associate Portfolio Manager; Chris Kemper, Investment Advisor; David Denoon, Investment Advisor; Elizabeth Mendelman, Investment Advisor; Jaymi Sidor, Associate Investment Advisor; Peggy Lo, Investment Representative; and Amanda Miller, Investment Representative. We work closely with our clients and partners to create value in all of our wealth management and investment solutions.
Contact The Caracciolo Team to arrange a no obligation initial consultation.
Asset Mix Management
Our team believes that a key determinant to successful investing is the mix of types of assets - cash, stock and bonds in our clients’ portfolios. By modifying the mix of assets according to recommendations from BMO Nesbitt Burns’ Research Department, investors have the opportunity to improve their portfolio returns while keeping risk at an acceptable level. Working closely with our clients, we will also recommend changes to a portfolio mix should personal circumstances change.
For sizable investment portfolios, managed portfolio products may be the best way to realize the goals individuals or organizations would like to achieve. Working closely with our clients, we will formulate a customized investment strategy designed to move toward these goals without the worry of day-to-day portfolio management.
If saving for retirement is a primary focus, a solid investment plan can make the difference between a comfortable retirement and one that is inadequately financed. Drawing on BMO Nesbitt Burns’ extensive in-house resources, we can help our clients establish the program that achieves the most from a Registered Retirement Savings Plan or Registered Retirement Income Fund.
Working with the BMO Nesbitt Burns sophisticated planning software program, we are able to provide clients with a customized easy to understand road map in which to achieve their retirement income goals. While no one can predict the future, this program can help make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, the impact of losing the government pension plans, or how much money you will need to save to reach your goal. Most importantly, you will have the information necessary today to allow you to chart your course to financial success.