Mark Rossignoli, CFP, CFA, FEA
Senior Investment Counsellor & Portfolio Manager
“I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes today and in future times of transition.”
Mark is responsible for the wealth management needs of Ultra and High net worth clients in the central Toronto region. Mark has been managing wealth for high net worth families for over 28 years. His experience coupled with his expertise in portfolio management and wealth planning uniquely enables him to act as his client’s lead advisor helping them navigate across all areas of wealth management providing them with comprehensive and optimized solutions.
As your lead advisor, Mark manages a powerful multi-disciplinary team of wealth planning professionals within BMO Private Wealth. Taking a holistic approach, Mark and his team are able to design integrated solutions that enable clients to achieve and optimize their family wealth objectives. Mark knows how to navigate the nuances and complexities that wealth brings providing his clients with the confidence to take the necessary action required to reach their goals.
Bailey began his career with BMO’s Investment Manager Research team where he wrote monthly commentary
on the European and Asian financial markets and assisted with development of client portfolio strategy. Bailey
joined Mark Rossignoli’s team in 2022. Bailey is a CFA Level III candidate and a graduate of Queen’s University
with a Bachelor of Commerce (2020). Bailey is working towards his registration as a Portfolio Manager and
looking forward to a career as an Investment Counsellor.
Michael graduated from Wilfrid Laurier University with a Bachelor of Economics and Financial Management
in 2022 and is currently working towards his CFA designation. Michael is excited about beginning his career
in Private Client Wealth Management.