Anna Campoli

Senior Private Banker

Tel: 905-738-6423

Address

BMO Private Wealth
100 New Park Place
Suite 320
Vaughan, ON
L4K 5Z5
Map

Contact Me

My Team

Investment Professionals

Kevin Muir
Senior Investment Counsellor & Portfolio Manager

Kevin joined BMO Wealth in 2007 after previous roles in the areas of Mergers and Acquisitions and High Net Worth Wealth Management. He currently manages in excess of $600 million of investments for 140 families.

In 1993, Kevin graduated from the School of Business and Economics at Wilfrid Laurier University.  In 1997, he received the Chartered Financial Analyst (CFA) designation. Kevin is currently a member of the Toronto CFA society. He is a proud father of two adult children. In my spare time he enjoys working out, skiing, golf, hockey, seeing live music and travelling. 

 

Robert Hunter, CFA, CFP
Senior Investment Counsellor & Portfolio Manager

Robert began working in the financial services industry in 2005. As a person who loves helping individuals and families to achieve their goals and take the right path, he gravitated very quickly to the client-facing side of the business. It is rewarding to tackle the challenges and complexities of each client’s situation, and every day is new because no two client scenarios are the same.
 
Robert joined BMO Private Banking in 2013 and have 16 years of investment management experience as well as a strong wealth planning background. Prior to becoming a Senior Investment Counsellor, he was a Private Wealth Advisor at BMO Private Banking, a Financial and Retirement Planner and Investments Solutions Representative at BMO Investments Inc. and a Trading Associate at BMO Wealth Management.
 
His credentials include an Honours Economics degree from Western University’s Huron University College and the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. He is a member in good standing of the Toronto CFA Society and FP Canada.  

Robert is married with two young boys, leading a very healthy and active lifestyle and enjoying a variety of sports and physical activities. Additionally, they are a musical family as both him and his wife play guitar and piano.

 
 

Marco Dell'Anno, CFA, CFP
Senior Wealth Advisor

Marco graduated from York University in 2004 and started working with BMO Bank of Montreal part time. Since then Marco has excelled in various roles within BMO and has acquired the proper knowledge and skills to be a successful Investment Advisor.

Marco is active in the community and involved in various groups. Marco on his personal time loves to spend it with his family and friends, especially on the golf course.

 

Comprehensive Financial Planning

Victor Lu, CPA, CA CFA, CFP®
Director, Wealth Planning

As a Wealth Planner, Victor brings over over ten years of experience across the wealth management and accounting industries. He is a Chartered Accountant with a tax planning background, a Chartered Financial Analyst and a Certified Financial Planner.

Using a holistic approach, Victor collaborates with his colleagues in BMO Private Wealth to empower clients with customized solutions, resolving complex situations through coordinated and proactive wealth plans. Victor effectively blends his personable approach with a keen eye for tax planning to provide clients with a comprehensive and multi-dimensional planning experience that effectively resonates with their goals and objectives.

Estate Planning and Trust Administration

Jonathan Morse, LL.B, LL.M., TEP
Director, Estate Planning

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.
 

Lioferro Cariati
Senior Trust Officer & Director

Tax Optimization and Risk Management

Andy Guidi, CPA,CA
Director, Tax Planning

Andy is a dedicated professional helping people preserve and grow their wealth. With an expertise in Canadian income tax, Andy assists clients on business structures, succession and estate planning, owner- manager remuneration, corporate reorganizations, the appropriate use of trusts and holding companies, asset divestitures, business split-ups and a variety of other tax planning strategies.

Drawing on public practice experience, he offers a depth of practical insight, as well as the unique ability to translate complex tax concepts into efficient strategies clients can easily comprehend.

Andy joined BMO Wealth Management in 2014, after filling progressively senior management roles in the domestic tax practice of Grant Thornton LLP, where he developed and implemented tax planning strategies for business owners and high net worth individuals.
 

Commercial Account Management

 

Adam Verri
Commercial Account Manager

Mike Coulter
Commercial Account Manager

Mike has been a relationship manager at BMO in the Canadian Business Banking segment for 4 years, with a total of 12 years commercial banking experience.  He deals with clients in all types of industries, and can structure deals to suit every situation.
 
Prior to his banking career, Mike was co-owner of his family’s furniture business for 15 years, and gained a keen understanding of what it’s like to be a business owner.

 

Consultants

 

Paul Cooper
Private Wealth Consultant