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Joseph Fanaki
Kelly McIlwain
Wendi Ferguson
Taylor Zak

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Joseph Fanaki

Senior Vice President, Portfolio Manager

Tel: (416) 359-7095

Fax (416) 359-6236

E-mail: Joseph.Fanaki@NBPCD.com

Joseph brings more than 23 years of investment and financial industry experience to his position as Senior Vice President, Portfolio Manager at BMO Nesbitt Burns.  Prior to joining BMO Nesbitt Burns, Joseph enjoyed a successful career at one of Canada's leading insurance companies as Manager, Group Sales Employee Benefits.  He continues to maintain full insurance licensing.

Joseph earned an Economics Degree from the University of Western Ontario as well as a Financial Planning Designation and places among the industry’s most accredited Portfolio Managers and Investment Advisors.  Joseph is able to maintain accounts with U.S. residents through BMO Nesbitt Burns Securities Limited having completed all U.S. securities qualifying examinations, including Branch Manager.   

Recognizing that each client has unique needs, Joseph carefully develops individual plans to meet each client’s goals.  His goal as a Portfolio Manager and Investment Advisor is to target consistent, reliable and above average performance through a risk controlled approach to asset management. 

Joseph has found that his loyalty and integrity have played a great role in both his personal and professional successes.