Sudbury

Patrick Brouzes, CFP, FCSI, FMA, PFP

Patrick was born and raised in Sudbury and has been in the financial services industry for the past 20 years.  He is a Fellow of the Canadian Securities Institute (FCSI), a designation held by only 3,500 financial services professionals across Canada.  He is also a CERTIFIED FINANCIAL PLANNER® professional which is the internationally recognized standard indicating not only a high degree of knowledge, skills and abilities, but also a sworn obligation to follow a Code of Ethics that prescribes his professional duty to always put his clients' interests first.  

He also enjoys giving back to his community.  He is Past-President of the Board of Directors for the United Way North East Ontario where he has been volunteering for the past 10 years.  He was recently recognized for his volunteerism by being awarded the Jean Hanson Lifetime Service Award in 2017.  He is also a member of the Board of Directors of the Health Sciences North Foundation and also his daughter's Montessori school.      

As busy as work and community involvement keeps him, his first priority is to his family.  The entire family; wife Kim, and three beautiful daughters enjoy spending time at the cottage on beautiful Manitoulin Island. 

Visit The Brouzes Team's website

Jeffrey Durocher, CFP®, CIM®

A Sudbury area local, Jeff’s lifelong passion for finance began during university. While many of his fellow students used their OSAP funds to travel and splurge, Jeff used the zero-interest loan to invest in GICs. Noticing an increasing lack of financial literacy in society, Jeff pursued a career in wealth management to make a positive impact in the lives of others.

With over 10 years of industry experience, including roles at leading bank-owned investment firms and a top insurance provider, Jeff takes a big-picture approach to wealth management, considering far more than just investing. He and his team have helped many clients make sound financial decisions for their future. 

Clients appreciate the way Jeff listens to learn their stories, what’s most important to them and how they see money shaping their family’s future. He is a strong believer in keeping things simple and communicating what he is recommending, why, and how it will benefit people.

Always eager to learn, Jeff has pursued an extensive education. He holds an Honours Bachelor of Commerce degree in finance from Laurentian University and the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. Jeff is also working towards earning his Trust and Estate Practitioner (TEP) designation and speaks fluent French.

Jeff balances his professional and family lives by spending time outdoors with his wife and two young kids -- they especially treasure time at their family camp on Manitoulin Island. Jeff likes to remain active, and depending on the season, you will find him out hiking, fishing, or playing golf or hockey.

Visit Jeffrey Durocher's website

Lindsay Moro, CIM®, CFP®, FCSI®, FMA

Lindsay Moro is a dedicated investment professional and is a trusted advisor with 27 years of experience advising affluent families. With a personalized and caring approach, she focuses on her client’s wants and needs and is known for her deep understanding of her client's situations.
 
Lindsay joined BMO Private Wealth in 2017 after working as a Financial Planner for 20 years at another financial institution. Lindsay holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA®), and Fellow of the Canadian Securities Institute (FCSI®) designations. She has a strong understanding of the needs of affluent investors and a passion for helping people achieve their goals. 
 
In her personal time, Lindsay’s enjoys spending time with her husband and son, usually camping on Manitoulin Island, or out on a golf course.

Visit Lindsay Moro's website

Steven Gonder, CFP, MBA

I've enjoyed working in the financial services industry since 2001, and have an MBA. I am also a CFP® Professional.  I've had the privilege of working with clients with a wide array of experiences, and from all walks of life during my career.  Outside of the office, our busy home, with 5 young children, enjoys being involved in our community in various ways.  I look forward to working with you!

Visit Steven Gonder's website

Casey Reilly, CIM®

With a career spanning back to 2013 in the accounting industry and subsequent transition to Wealth management in 2015, Casey brings a wealth of financial expertise to the table. Holding a Chartered Investment Management (CIM) designation, Casey has not only demonstrated a commitment to excellence in providing trust, confidence and integrity to each of his clients.

Specializing in Investment planning, Casey has successfully navigated the intricacies of wealth management, providing tailored solutions for high net worth and ultra high net worth clients. This proficiency extends beyond conventional financial management, encompassing intricate aspects of estate planning to safeguard and optimize the legacies of his clientele.

With a foundation built on strategic financial acumen and a dedication to professional development, Casey continues to be a trusted advisor in the dynamic landscape of wealth management.

Visit Casey Reilly's website

Al Rocca

Al specializes in connecting you with the right partners at the right time. His attention to detail leads to creating a personalized service by bringing in the expertise of his partners to help build a comprehensive plan. Although he started his career in banking, he moved over to the wealth management advisory side to further diversify what he could offer, which is why there is such focus on his partners.

Al is born and raised in Sudbury, so is well known in the community. He holds the Wealth Advisor & PFP titles, is insurance licensed, is currently working on obtaining his Chartered Investment Manager (CIM) designation, is fluent in Italian and has over 30 years experience. Outside of work you will find Al with his wife Elena and spending time with his niece Francesca and nephews Nicholas and Matteo.

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Dino Rocca, BA (Hons), B.Ed, PFP

Visit Dino Rocca's website

Eric Forest

Born in Sudbury Ontario, Eric has gained an appreciation for the unique opportunities and challenges that come with operating in the north. With over 10 years of experience in Account management, Lending and Banking, he has built strong relationships with diverse clientele. As a Private Banker, Eric is fully responsible for developing and executing a banking/lending strategy that properly reflects clients’ overall wealth objectives. He currently resides in Sudbury Ontario. In his spare time, he enjoys traveling and attending live music events, if he is not golfing.

Eric takes time to listen and understand each client’s circumstances, financial needs, and goals for today and the future. He then collaborates with his professional colleagues within BMO Private Wealth to design an integrated and comprehensive strategy for each client, to be a trusted professional partner as always. Eric’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.