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John Milani

Investment Advisor
BMO Nesbitt Burns

Tel: 416-359-5643
Toll Free: 1800-567-3008

John Milani

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Me

My Background
I have been servicing clients in the financial services industry for over 25 years. I have gained valuable experience with a wide variety of clientele in several capacities including Pension Plans and Corporate Clients. I am a graduate of University of Toronto and hold the Chartered Investment Manager (CIM®) designation. My business focus is to work with a select group of clients who typically do not participate in formal pension plans through their employer. As a result my approach to investing is greatly influenced with strategic long term financial planning and a culture of Risk Management.

Why work with us
As a member of the Private Client Division, I am backed by BMO Nesbitt Burns one of Canada’s leading wealth management firms. Some of the key benefits include:
  • Ability to integrate with existing employer compensation structure

  • Active approach to both security selection and portfolio monitoring

  • Advice based on award winning research

  • Strong focus on risk management

Client Service Model
Financial issues affect us all. I believe it is important for clients to work with a team that recognizes the importance and has the resources to understand each client's particular financial circumstances. My client service model is relationship focused and has the added benefit of having full access to the resources of BMO Financial Group. Working with my team you will have one point of contact on all major business issues, including:
  • Portfolio Management

  • Investment Advice

  • Financial Planning

  • Trading

  • Market Updates

  • Administration

  • General Enquiries