Charlottetown

Adam Balderson

The Balderston name is well-known in Prince Edward Island for its farming business in Stratford and many valuable life lessons were learned growing up on our family farm. My interest in all things financial began at a very young age and I received a Bachelor of Business Administration from the University of Prince Edward Island in 1997. My career began at PricewaterhouseCoopers in Charlottetown and I completed an assignment in Boston, Massachusetts while with the firm. I received the professional designation of Chartered Accountant in 2002 and am a member of the Institute of Chartered Professional Accountants of Prince Edward Island. Prior to joining BMO Nesbitt Burns in March 2008, I spent six years at Prince Edward Island Business Development Inc. managing all aspects of a province-wide loan portfolio. My wife Sonya is a Registered Nurse at the Queen Elizabeth Hospital in Charlottetown and we're proud parents of two daughters, Katie and Emma. It's a privilege to serve our community and I've enjoyed volunteering in the roles of Chair Strategic Giving Committee at Holland College Foundation, Board Chair at Queen Elizabeth Hospital Foundation, Board Member at Greater Charlottetown Area Chamber of Commerce, Council Member at PEI Institute of Chartered Accountants, and Board Trustee at Zion Presbyterian Church.

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Graeme Carr

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Randy Cannon, CPA, CA

I am a qualified CPA, CA with over 15 years' experience working in the accounting, finance and investment professions. I am a graduate of UPEI and started my career here in Charlottetown with ArsenaultBestCameronEllis Chartered Accountants. I worked on personal and corporate tax engagements as well as auditing companies in virtually every industry on PEI. In 2010, I traded the cold Canadian winters for the beaches of the Cayman Islands and began working in the offshore financial industry. First working as an external auditor on hedge funds and later joining the leading fund governance firm in the industry as International Financial Controller, overseeing the finances of 10 subsidiary companies located across 6 countries. My role expanded as the company grew and I gained valuable experience in international finance and investment regulations. In particular, I helped our firm obtain an AIFM license allowing our clients easier access into the European market. While my career has followed a path serving clients in the corporate sector, my passion has always been helping people improve their personal financial situation. That desire to build strong personal relationships with clients, along with my view that the Canadian investment industry is improving to increase transparency and better align advisor and client goals, are the main reasons I transitioned to become an investment advisor. My wife Emily is also a CPA, CA and is the Director of Finance and Accounting with Northumberland Ferries Limited. In July 2017, we welcomed our first child, Lily Morgen, and in October 2019 our son Luke Douglas was born. When not at the office or spending family time with Emily, Lily and Luke, I enjoy playing guitar, riding my motorcycle and playing sports, in particular, hockey, golf and curling. Living away from PEI for 5 years and then returning home has really emphasized the great community aspect of living on PEI. We try to be involved as often as possible and I am very proud to volunteer with the United Way of PEI (Past President) and as a Rotarian with the Rotary Club of Summerside (Past President). I have met many great people through these roles and see the positive impact non-profit organizations like these can have on our Island communities.

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Daniel Guimond

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

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Roberto Di Donato

With more than 20 years of experience in the industry, Roberto provides industry-leading wealth management and investment counsel to affluent families, corporate executives, professionals, small business owners and institutional clients in Canada. He takes wealth management further by customizing and simplifying their wealth through providing professional investment management expertise and advice. This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives –the ultimate benchmark of success. Roberto Joined BMO Private Wealth in 2006 and holds a Bachelor degree from Bishop’s University. He is a Chartered Financial Analyst (CFA) charterholder and holds the Canadian Investment Manager designation (CIM). Along with his wife, and their three kids, Roberto enjoys being active in his community in a variety of ways, he currently seat on the board of United Way of Greater Moncton and Southeastern New Brunswick and has a passion for sport.

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Wanda MacKay

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

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Susan Tregunno

Susan joined BMO Trust Co. in April 2017 and is responsible for Estate and Trust business in Atlantic Canada. Prior to joining BMO Trust Co., Susan worked in the Estate & Trust industry for another major Canadian financial institution where she was responsible for the day to day administration of a large Estate and Trust portfolio. She has extensive expertise in the settlement of estates, testamentary and inter vivos trusts and the administration of the assets of incapable individuals. Susan also has experience in the non-profit sector delivering fundraising programs and events.

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