Lianne Di Rocco
Vice President, Portfolio Manager
Lianne Di Rocco 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 designation (PFP) 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.
Teresa graduated from the University of Toronto with a Master in Science. Since joining the firm in 2003, she has filled a number of key roles. Her attention to detail ensures accuracy and comprehensiveness in all matters of documentation, reporting, trading and organization. Teresa prides herself on strong client relationships and for her ability to help clients identify and achieve their financial goals with in-depth financial plans.