Joe Montuoro

Senior Investment Advisor, Senior Wealth Advisor

Tel: 613-567-6247
Fax: 613-237-7801
Toll Free: 1800-267-1276

Address

BMO Nesbitt Burns
269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9
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Joe Montuoro

Giuseppe (Joe) Montuoro
Senior Investment Advisor, Senior Wealth Advisor

Tel: 613-567-6247
Fax: 613-237-7801
Toll Free: 1-800-267-1276
Email: joe.montuoro@nbpcd.com
linkedinConnect with me on LinkedIn
 

My career in financial services spans over twenty-nine years. Before joining BMO Nesbitt Burns as an Investment Advisor in 1997, I spent 11 years with BMO Bank of Montreal in various positions. Professional development is important to me and I have obtained my Personal Financial Planner (PFP) course with the Canadian Securities Institute and continue to complete courses to compliment my career. I have been awarded the BMO Financial Group’s "Support Your Community Award”. I was appointed as a Vice President and achieved my Wealth Advisor designation in 2010.
 

Born and raised in the Capital, I am proud to call Ottawa my home. I attended Carleton University and received a Bachelor of Arts degree in Economics. Family is very important to me and I cherish the time spent with my wife and two children.

 

Marianna Halkai

Marianna Halkai
Associate Investment Advisor

Tel: 613-567-6235
Fax: 613-237-7801
Toll Free: 1-800-267-1276

Email: marianna.halkai@nbpcd.com
 

Marianna has been with BMO Nesbitt Burns and predecessor firms for over 40 years.  She is a registered representative with her main focus on administrative and trading support.  Marianna has completed the Professional Financial Planning Course offered by the Canadian Securities Institute.  She is pleased to offer general account advice, specializes in all aspects of client service administration and documentation management.