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Joe Rossi

Address

1501 McGill College
Suite 3200
Montréal, QC H3A 3M8

Languages

    English, French, Italian

My Background

Joe Rossi has over 22 years of experience in the financial services industry. He draws from his robust background in Finance and builds from his passion in the Financial Markets discovered and cultivated from a young age. Prior to joining BMO Private Wealth as an Investment Advisor, Joe had accumulated extensive experience in Commercial Banking and Real Estate Finance. During his career, he has held roles in financial analysis, portfolio management and relationship management capacities which include roles as an Underwriter, Senior Portfolio Analyst as well as progressive Senior Relationship Manager roles during his Commercial Banking tenure.
Joe has worked with and covered a broad range of diversified industries which adds to his range and depth of experience in corporate finance and knowledge of industry sectors. This experience also allows him to engage in value-added meaningful conversations with clients.
Joe is a Graduate of McGill University where he obtained a Bachelor of Commerce Degree with joint concentration in Finance and Marketing as well as a Graduate Certificate in Leadership.
Joe’s experience and multi-dimensional approach in Wealth Management resonates and caters to a broad range of clients including:
-Business Owners including Multi-Generational Family Businesses
-Real Estate Owners and Construction Industry
-Corporate Executives and Business Professionals
-Medical, Life Science & Technology Professionals
-High Net Worth Individuals and Families

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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.