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 20 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
Associate Investment Counsellor
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.
Leandros Stamatakos
Portfolio Assistant
Leandros holds the Portfolio Assistant role within Dominic's team. With over 5 years of experience in the banking industry, Leandros has built a strong foundation in financial management, financial reporting, and customer service. He assists the team in the preparation of presentations and documentation with detailed reports on performance for our client meetings.
Leandros holds a bachelor’s degree in Finance with a minor in Financial Reporting from the John Molson School of Business at Concordia University. In 2023, he completed the Canadian Investment Funds Course (CIFC), and in 2025 the Canadian Securities Course (CSC).
Saffiran Ali
Portfolio Assistant
Saffiran holds the position of Portfolio Assistant within Dominic's team. She plays a crucial role in providing operational and administrative support to meet the needs of the team, clients, and their partners.
Saffiran has been with BMO since 2007, starting as a Customer Service Representative, then moving on to Assistant Branch Manager at several BMO branches. In 2015, she transitioned to BMO Private Wealth and has been a part of Dominic's team since 2021.
In her free time, Saffiran volunteers as a member of the Governing Board of Honoré Mercier School (EMSB), demonstrating her commitment to the community and her dedication to helping others.
Dana Raad
Portfolio Assistant
Dana serves as a Portfolio Assistant on Dominic's team, providing both transactional and operational support. Her responsibilities include preparing high-quality presentations and client meeting materials, as well as regular account monitoring, ensuring compliance standards are met.
Joining the team in 2024, she brings in four years of experience within BMO, where she most recently held the role of Personal Banker and Licensed Mutual Funds Representative. This background has equipped her with a robust understanding of the bank's product offerings, registered accounts, and the regulatory landscape, allowing her to effectively meet the needs of clients as well as the team.
Graduating from McGill University in 2022 with a Bachelor of Arts in Political Science, she subsequently pursued a Graduate Diploma in Management from the same institution. In February 2023, Dana also completed the Canadian Investment Funds Course (CIFC) from the IFSE Institute.