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
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.
Toll Free: 1-800-567-3008
Liza comes to The Dorfman Group from the BMO Nesbitt Burns Uptown Branch where she was the Assistant Branch Manager. Prior to that, Liza’s role within BMO Nesbitt Burns was as a Practice Management Consultant. With over 20 years of experience in financial services, Liza spent the majority of her career within the Power Group of Companies holding such roles as Financial Security Advisor; Regional Manager, Retirement & Investment Services; Regional Manager, Practice Development and National Manager, Investment Sales Distribution. Proudly, Liza was part of a ground-breaking team of finance professionals who developed the Settlement to Employment Program at Algonquin College (Ottawa) which helped newly arrived Canadians find jobs in the finance field. Within this program, Liza taught the Certified Financial Planning curriculum as well as the Life Licensing Qualification Program.
Liza holds standard Securities (Canadian & US), Options, and Insurance Licenses. Liza is a certified Wilson Learning Coach. She holds the Chartered Life Underwriter CLU® designation, Canada's premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.
Liza received a Bachelor of Arts from McGill University in Montreal, Quebec. She is past Treasurer of the Montreal Chamber Orchestra, past Board Member of the Hong Kong Canada Business Association and past volunteer at a local Distress Centre.
Born and raised in Montreal, Liza now calls Toronto home. Liza is a proud new mother to a precocious 1 year old who both enjoy biking, camping and international travel. She is fluent in English, French & Cantonese.
Femi began his career in the financial industry in 2017 with BMO. Following successful spells with BMO Financial and BMO Wealth Management, he joined The Dorfman Group in February 2019. Femi graduated with a Bachelor’s degree in Economics from Brock University. Since then, he has successfully completed the Canadian Securities Course, and Conduct and Practices Handbook Course. Femi assists the team with account documentation, client transactions, and other daily administrative support duties.
Femi enjoys supporting his community as he often volunteers within the Peel region for; Newcomers to Canada, United Way, and Yonge Street Mission. He has obtained awards such as; the Data Management Award in school for attaining a record breaking average, BMO Quarterly Spotlight Award twice for the outstanding experience he consistently provides clients, Most Outstanding Club Award for his input as an actor with the African Students Association at Brock University.
In his spare time, Femi enjoys watching and playing soccer, tennis, and basketball. He is passionate about exploring countries, and discovering cooking recipes. He occasionally performs stage plays, short films, and previously dabbled in stand-up comedy performances before he began writing his own novel. He is also fluent in Yoruba.