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    Lianne Di Rocco


    1 First Canadian Place
    42nd Floor
    Toronto, ON M5X 1H3



    My Background

    Lianne has been guiding clients in the investment industry for over 25 years, the last 23 of which have been at BMO Nesbitt Burns. In the pursuit of continuous learning, over the years Lianne has acquired the Personal Financial Planner (PFP), Certified International Wealth Manager(CIWM), the Partners Directors, and Senior Offices designation and the Chartered Investment Manager (CIM). She is also a Fellow of the Canadian Securities Institute (FCSI).

    Lianne is recognized within her community as one of the top female advisors in the field of financial planning. Lianne truly enjoys sharing her years of human and financial insight with her clients. Areas of expertise are Canadian and US income strategies including cash flow optimization for large corporations, P3 projects and foundations, professional portfolio management, financial, estate and tax planning, retirement & estate accounts, foundations and philanthropy, insurance and annuities.

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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.