Meet the Team

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.

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.

Catherine has over 20 years of experience in the financial services industry.  She joined BMO Private Wealth in 2005 and has held positions in Client Service, Compliance and Branch Management.

Having run the operations of our North Eastern Ontario branch for the past 12 years, she brings a wealth of knowledge to the team.  Her efficiency and attention to detail are integral to providing our clients with exceptional service.  Catherine is a licensed Registered Representative and is passionate about putting our clients first.

Catherine was born and raised in Sault Ste. Marie.  When she is not travelling the world, she enjoys golfing, kayaking and hiking.