Giuseppe (Joe) Montuoro

Address

410-1600 Carling Avenue
Ottawa, ON K1Z 1B4

Languages

English,Italian

My Background

I have been serving the needs of a diverse group of clients for over 33 years. My practice focuses on 3 key areas: Wealth Management, Retirement and Estate Planning and Managed Assets. My process is to understand where you are today, where you want to be tomorrow, and sharing my insights and expertise to show you how to get there. My mission is to help clients feel confident about their financial future by providing wealth management services that are based on experience, integrity and loyalty.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.