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BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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Our Team

Our Team

Sean Durkin, MBA, CIMA, CFP®, FCSI, FICB
Vice-President, Portfolio Manager, Senior Investment Advisor

Tel: 416-359-4266
Email: durkin.dietz@nbpcd.com
Connect with me on LinkedIn

Sean joined BMO Nesbitt Burns in 1998 as an Investment Advisor. Early in his career Sean achieved the designation of Portfolio Manager (2004) which is the highest level of licensing in the industry. Shortly thereafter he was appointed Vice President (2006) and subsequently achieved increasingly senior roles in Portfolio Management, Financial Planning and Branch Management. Sean has had the privilege of several speaking engagements across BMO Nesbitt Burns where he and his business partner Amy Dietz as subject matter experts share best practices in Portfolio Management, In depth Financial Planning, and Practice Management. Sean has also hosted and moderated “Fire Side” Conversations to facilitate Senior Management’s communication of their strategic vision to the firm. Most recently, Sean was appointed to Investment Advisor Advisory Council (IAAC) – a council of 16 senior practitioners selected from across Canada – to work shoulder to shoulder with BMO Nesbitt Burns corporate leadership to help shape the vision and strategic direction of BMO Nesbitt Burns

Sean holds a Bachelor of Commerce from McMaster University and Master of Business Administration from Dalhousie University. He is a Certified Investment Management Analyst (CIMA) awarded from the Wharton School of Business – University of Pennsylvania, a CERTIFIED FINANCIAL PLANNER® Professional and a Chartered Investment Manager (CIM). Sean holds a Fellow of the Institute of Canadian Bankers (FICB) and a Fellow of the Canadian Securities Institute (FCSI).

Today, Sean with his business partner Amy, manage one of the largest advisory practices at BMO Nesbitt Burns where they take enormous pride in the clients they work with each and every day.

Amy Dietz-Graham, B.Sc, CIM, FCSI
Portfolio Manager, Investment Advisor

Tel: 416-359-4266
Email: durkin.dietz@nbpcd.com

 Amy is extremely passionate about educating people with respect to their finances. It is in her nature to take what looks like a complex problem and solve it by creating an elegant simple solution.

With a Bachelor of Science from the University of Western Ontario with a double major in Financial Economics and Applied Mathematical Methods, Amy is not afraid to roll up her sleeves and sort out the tricky details to make things simple and clear for everyone.

One of Amy’s beliefs is “Great investments are nothing without a great financial plan, and a great financial plan is nothing without great investments”. Her approach helps everyone to cover all their financial bases, investments, retirement, estate planning, insurance and tax. Amy has helped her clients through some of the trickiest and diverse market environments since 2007 when she joined BMO Nesbitt Burns.  She is always keeping up to date on all the changes in the investment industry to help her clients get the best and most current advice.

She has been quoted in the Globe & Mail, CBC News, The Canadian Press and Advisor’s Edge magazine and interviewed numerous times on BNN, she is also mentor with Women in Capital Markets and an engaging and entertaining speaker at various events across the city.  Amy has built a strong reputation and is seen by her clients not only as a highly effective and credible source for all things financial, but as an approachable and trusted advisor.

 

Simone Dinally
Administrative Officer

Tel: 416-359-7700
Email: simone.dinally@nbpcd.com
Connect with me on LinkedIn
 
Simone joined BMO Nesbitt Burns as a Sales Assistant in 1999 and brings a wealth of expertise in investment administration to the table.  Simone graduated from York University with BA in Psychology.

Simone’s role in the Durkin Dietz Group is to provide administrative and organizational support, implement team investment recommendations and assist clients with account information and trade support. Her focus is to provide the highest level of client service.  Her diligence and commitment to the team and to our clients is top notch.