With more than 20 years of experience in the industry, Roberto provides industry-leading wealth management and investment counsel to affluent families, corporate executives, professionals, small business owners and institutional clients in Canada. He takes wealth management further by customizing and simplifying their wealth through providing professional investment management expertise and advice. 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.
Roberto Joined BMO Private Wealth in 2006 and holds a Bachelor degree from Bishop’s University. He is a Chartered Financial Analyst (CFA) charterholder and holds the Canadian Investment Manager designation (CIM).
Along with his wife, and their three kids, Roberto enjoys being active in his community in a variety of ways, he currently seat on the board of United Way of Greater Moncton and Southeastern New Brunswick and has a passion for sport.
Nick Girouard joined BMO Private Investment Counsel Inc. in June of 2023. Nick is currently a Portfolio Assistant and, in his role, he assists the Senior Investment Counsellor Roberto Di Donato and provides exceptional customer support.
Nick was born and raised in Riverview, N.B., where he played varsity hockey and football. In May of 2022, Nick graduated from Mount Allison University with a Bachelor of Commerce degree, majoring in Accounting. Recently, Nick earned the Chartered Investment Manager (CIM®) designation, enhancing his understanding of investment principles and financial markets.
In Nick’s spare time, you can find him at the cottage with his family.