Meet our Team
David Cimpello, CFA
Tel (613) 271-6141
Wealth Advisor & Vice President
Fax (613) 271-6143
E-mail: David Cimpello
David joined BMO Nesbitt Burns in 1991 and is the founder of The Cimpello Wealth Advisory Group, BMO Nesbitt Burns. David earned the Chartered Financial Analyst (CFA) designation in 2002, and is a member of the CFA Institute and the Ottawa Society of Chartered Financial Analysts. He has earned the title of Vice-President, and is a member of the BMO Nesbitt Burns President’s Council. He has also taken specialized training and achieved the Wealth Advisor designation.
Through a comprehensive discussion with clients, the creation of a Wealth Plan and a collaborative analysis with experts, David and the team explore each client’s unique circumstance and provide solutions to build their wealth, protect their desired lifestyle and leave a lasting legacy.
In his free time, David enjoys spending time with his wife Jaime, his children Thomas and Annabelle, and recent addition to the family, fur-child, Lady. David is an avid golfer, and enjoys playing hockey during the winter months, but his favourite thing to do is hang out on a beach by the ocean.
Royden Costantini, CERTIFIED FINANCIAL PLANNER®
Associate Wealth Advisor
Tel (613) 836-2112
Fax (613) 836-1018
E-mail: Roy Costantini
Roy joined The Cimpello Wealth Advisory Group, BMO Nesbitt Burns in January 2001, bringing with him more than eleven years of experience in the financial services industry. Roy has earned the title of Associate Wealth Advisor and holds the CERTIFIED FINANCIAL PLANNER ® designation.
As part of the Cimpello Wealth Advisory Group, Roy’s goal is to help our high-net worth clients proactively strategize for the future through comprehensive, personalized and coordinated Wealth Plans. He collaborates with the client, his team and an integrated team of professionals to deliver an unparalleled, holistic wealth management experience.
In his free time, Roy enjoys spending time with his wife Jonna and their 3 kids, Marcus, Isabelle and James as they are active in many sporting events including hockey, skiing, swimming and soccer. As a family, they also enjoy spending time with friends and traveling together.
Jessica McCoy (Canonico), CERTIFIED FINANCIAL PLANNER®
Associate Investment Advisor
Tel (613) 836-7005
Fax (613) 836-8091
E-mail: Jessica Mccoy
Jessica has been a member of The Cimpello Wealth Advisory Group since November 2005 but joined BMO Nesbitt Burns as a fresh university graduate in January 2004. In her first year at BMO Nesbitt Burns, Jessica successfully completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Professional Financial Planning Course. In 2006, she obtained her CERTIFIED FINANCIAL PLANNER® designation and in 2007, earned the title of Associate Investment Advisor at BMO Nesbitt Burns.
Jessica works closely with David and Roy throughout the wealth planning process; she facilitates the communication of this plan and its subsequent client-specific solution. She offers proactive client service while also having the expertise to address investment-related questions.
Jessica enjoys spending time with her husband Sean and their son Aidan. During their quality time together, they enjoy hosting outdoor movie nights for their friends and family, running family races together and traveling
Estate and Insurance Advisor, Senior Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, The Cimpello Wealth Advisory Group, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants.
Jason Daly, CFP®
Senior Private Banker at BMO Private Banking
Jason joined the BMO Private Banking team in January 2012 and is responsible for working with high net worth individuals and their families. As a Senior Private Banker, Jason acts as a relationship manager for clients requiring a high level of expertise and service in managing complex financial affairs.
Jason graduated from Mount Allison University with a Bachelor of Commerce. He has also obtained his CERTIFIED FINANCIAL PLANNER® designation.
Jason facilitates the complex banking needs of The Cimpello Wealth Advisory Group’s high net worth clients in a professional, prompt and expert fashion, while working closely with the entire team to ensure a holistic banking experience