Dominic Plante, CFA
Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With more than 15 years of investment management experience, I joined BMO Private Wealth in 2006. I received my Finance degree from Laval University, I am a Chartered Financial Analyst since 2003 (Montreal Chapter) and I hold the Financial Planner designation from the IQPF.
Giulia Filato, CIM
Giulia‘s is primarily responsible for assisting Dominic in developing, implementing and reviewing investment plans and financial planning strategies. She takes on client servicing, whether it be investment, transactional or tax based, to ensure a personalized experience based on client’s individual circumstances and goals. Since joining the team in 2017, she has been collaborating closely with the other ultra-high net worth teams in order to provide an all-encompassing service and ultimately a positive client experience.
Giulia received her Finance degree from the John Molson School of business at Concordia University with a minor in Political Science in 2016. In February 2019, she completed her Chartered Investment Manager Designation (CIM).
Giulia prides herself on her philanthropic work and currently sits on the young ambassador’s boards of both the Montreal General Hospital as well as the Leukemia Lymphoma Society.