Lianne Di Rocco
PFP, CIM, CIWM, FCSI

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.