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Lianne Di Rocco
Teresa Bellissimo

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437 Spadina Road
Toronto, ON
M5P 2W3
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Lianne Di Rocco

Vice President, Portfolio Manager

Tel: 416-481-1544
Fax: 416-481-3662

Email: Lianne Di Rocco
   

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.

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.

 

Teresa Bellissimo

Investment Representative

Tel: 416-481-2707
Fax: 416-481-3662


Email: Teresa Bellissimo   
 

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.