Address1501 McGill College
Montréal, QC H3A 3M8
English, French, Italian
My BackgroundJoe 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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