Anastasiia Stasiuk
CFA, MEF

My Background

Are your investments working as hard as they should be? Do you have a clear roadmap to reach your financial goals? Is your portfolio positioned to take advantage of evolving market trends? Are you using every opportunity to reduce taxes and protect your legacy?

With over 17 years of extensive industry experience working with top-performing institutional portfolio managers and endowment foundations, I help clients build tailored financial and investment plans that support long-term success and peace of mind. Backed by a Master of Financial Economics and the CFA designation, I combine deep research expertise with a client-first mindset to deliver thoughtful, customized advice.

I work closely with BMO Nesbitt Burns’ in-house specialists in tax, estate, insurance, legal, and banking to ensure every plan is as comprehensive as it is effective. My approach is rooted in integrity, empathy, and clear communication—because financial planning should feel empowering, not overwhelming.

I’m passionate about helping people achieve financial independence and security. Whether it’s optimizing a portfolio, reducing taxes, or preparing an estate plan, I’m here to guide clients through every stage of their financial journey.