Carlos Casanova

Wealth Advisor

Tel: 905-828-0895
Fax: 905-897-5229
Toll Free: 800-387-9314


BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8

BMO Nesbitt Burns
2825 Eglinton Avenue West
Mississauga, Ontario
L5M 6J3

Contact Me

Our Approach


  • “Thorough” is my middle name.
  • My team and I are very efficient and detailed-oriented and passionate about taking care of every nuance so that no details are overlooked.
  • We work with a high level of scrutiny and think through things with a fine-tooth comb.
  • We will provide you with a full and well-rounded wealth experience: we will get a second opinion, create a financial plan, bring in all required specialists, obtain both a Canadian and US tax perspective, and take the time to really look at your full financial picture.


  • I think outside the box and am very creative in solving problems.
  • Rather than simply crafting a financial plan based on your stated goals, I will also present different roads you may not have considered for you to explore.
  • I see investment products from different angles and use BMO Private Wealth’s excellent portfolio planning platform in new, better and more efficient ways than other advisors.


  • Our team is very transparent and we listen to your concerns so that we can design a customized plan for you.
  • We take the time to understand your financial goals and learn what is important to you.
  • By actively listening, we hear your valuable feedback, which helps us to evolve our services.


  • We will bring you access to all the resources available across BMO Financial Group:
    • Top-ranked research from BMO Capital Markets,
    • World-class money managers,
    • A complete network of wealth planning experts, plus
    • The significant advantages of Private Banking and Business Banking expertise.


  • By simplifying the path to living life your way, we will help you make sense of the complexities of investing.
  • We strive to make sure you understand the strategy that we’re recommending so you are comfortable with it.
  • We will make the time to be available for detailed discussions if necessary.

Learn more abour our Service Offering here.