1 First Canadian Place
38th Floor, P.O. Box 150
Michael Dorfman, CFP®
Michael started his career in 1981 with a major financial institution in New York City working with international high net worth clients. In 1987, he returned to Canada and established the Canadian operations of Ben & Jerry's Ice Cream before joining BMO Nesbitt Burns (then Burns Fry) in 1992. He was appointed Vice President in 1996, Branch Manager and Senior Vice President in 1999, and was named a Managing Director in 2001.
Michael's industry designations include the standard Securities, Options and Level II Insurance Licenses and he also became CFP® professional in 2003. Michael is a Portfolio Manager and leads a Wealth Management team of five professionals overseeing approximately C$750 million in assets under administration. Michael is dually employed by BMO Nesbitt Burns Securities Limited, the U.S. Broker-dealer subsidiary of BMO Nesbitt Burns Inc., which enables him to do business with U.S. residents of certain States.
Michael completed his University degree at Brandeis University in Waltham, Massachusetts where he received his B.A. in Economics in 1981. As part of that degree, Michael did one year of studies in International Economics at the University of Geneva, in Switzerland. He currently resides in Toronto and has a son and a daughter, both young adults in age. Little-known personal facts about Michael: He speaks fluent French, passable Italian and weak Spanish. He enjoys cycling and golf in warm months, skiing and snowboarding in cold months and travel and good wine during all months.
Dustin Mann, B.Comm, CIM
Associate Investment Advisor
Milica has worked with Michael since she joined Nesbitt Burns in 1996. Milica holds an Economics degree from the University of Belgrade. Since then, she has successfully completed the Canadian Securities Course, Conduct and Practices Handbook Course, Professional Financial Planning Course, Wealth Management Techniques Course and Wealth Advisory Program. Milica spearheads the data gathering and preparation of our financial plans, executes clients orders and also handles portfolio advisory work involving fixed income and mutual fund securities. She is also responsible for senior service level work for our clients' more complex concerns (tax, estate and insurance planning), providing a liaison with our in-house specialists in the Wealth Planning Group. In her spare time, Milica enjoys spending time with her family, travelling and reading.
Gayatri joined the Dorfman Group in April 2017. She graduated with a Bachelor's degree in Business Management from the Ted Rogers School of Business Management. Gayatri assist with the team primarily with account documentation and other daily administrative support duties. She is passionate about travelling and discovering new music.
Senior Sales Assistant
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