BMO Nesbitt Burns
1 First Canadian Place
100 King Street West
BMO Nesbitt Burns
Forest Hill Village
437 Spadina Road
||Lianne Di Rocco
Senior Wealth Advisor and Portfolio Manager
Email: Lianne Di Rocco
Lianne is a Vice President and Portfolio Manager at BMO Nesbitt Burns. Lianne has been advising high net worth families, foundations and institutional clients since 1994. Lianne received her Personal Financial Planners (PFP®) designation in 2003. In 2010, Lianne became a Certified International Wealth Manager (CIWM) which then followed with the Partners Directors, and Senior Offices designation in 2011. Most recently Lianne received her Chartered Investment Managers designation (CIM). In May of 2015, Lianne became a Fellow of the Canadian Securities Institute (FCSI). The FCSI is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Lianne is recognized within her community as one of the top female advisors in the field of financial planning. Lianne truly enjoys sharing her years of human and financial insight with her clients.
Areas of expertise are Canadian and US income strategies including cash flow optimization for large corporations, P3 projects and foundations, professional portfolio management, financial, estate and tax planning, retirement & estate accounts, foundations and philanthropy, insurance and annuities.
Email: Gillian Singh
Gillian is an Investment Advisor with BMO Nesbitt Burns.
Gillian joined BMO Financial Group in 2007 and has held various positions within the organization, most recently as a Financial Planner, Investment and Retirement Planning. She transitioned to BMO Nesbitt Burns as an Investment Advisor in 2018.
Gillian's key functions involve investment selection and management, financial planning, cash flow strategies, retirement planning, economic research, securities' analysis and estate scenarios. Her holistic approach to wealth management is fundamental to our team's process.
Gillian is committed to continuous learning and being current. She holds the Personal Financial Planner (PFP®) designation and an Honours BA from the University of Toronto. Gillian also volunteers as a Director on a non-profit corporation's Board, an organizer of social networking events in her community and a contributor to a community improvement group in her neighbourhood.
Email: Teresa Bellissimo
Teresa is an Investment Representative at BMO Nesbitt Burns.
Having joined the firm in 2003, Teresa prides herself on building strong client relationships and liasing with accountants, lawyers and our banking partners at BMO Bank of Montreal to provide an integrated client experience. Teresa's responsibilities include research, trade execution, tax reporting, client contacts and operational efficiency. Her helpful demeanour and proactive approach are essential to our group's success.
Teresa holds a Masters degree from the University of Toronto and is also proficient in Greek and Italian.
Financial Planner, Registered Representative
Email: Bailey Solomon
Bailey is a Financial Planner and Registered Representative with BMO Nesbitt Burns.
Having joined the team in November 2019, Bailey has worked at BMO Nesbitt Burns since 2016 and brings a wealth of experience in financial accounting and administration. She is the first point of contact for our clients, coordinating and communicating with the rest of the team. Bailey's duties include addressing client inquiries, scheduling meetings, preparing reports and digital management. She has a passion for teamwork and creativity, making her integral to our collective success.
Bailey holds the Personal Financial Planner (PFP®) designation and graduated from the University of Toronto with a Bachelor of Arts, Honours in Economics.