Rosa Del Campo, CPA, CA, CFP®, CIM®
Senior Investment Counsellor & Portfolio Manager
Rosa is an experienced investment counsellor who focuses on understanding what is most important to her clients and their families. This, in conjunction with the knowledgeable team of professionals with whom she works, is the cornerstone to helping clients achieve their long term goals and aspirations.
Rosa has been working with high net worth families for over 25 years. Her passion for helping clients achieve their goals help her build long lasting relationships that span generations. These strong relationships are the key to understanding what truly matters to them. She works very closely with clients and brings a multidisciplinary approach to creating a financial framework that helps them to achieve their goals.
Prior to joining the bank, Rosa worked for a national accounting firm where she obtained her CPA, CA designation. At the accounting firm, she specialized in Canadian personal and corporate income tax. She joined the bank in 1992 as an income tax planner and gradually became interested in financial planning and investment management. She obtained her Chartered Investment Manager designation and became a Certified Financial Planner. She has been developing and implementing investment strategies for her clients for the past 23 years. She has a Bachelor of Commerce degree from the University of Toronto.
Rosa lives in Toronto with her husband and daughter. In her free time, she enjoys cycling, travel and cooking. She is also a volunteer for Rotman Commerce where she mentors students and has participated in Women in Business events as both a panelist and a moderator.
Tanuj started in the financial services industry in 2020 as a Fixed Income Portfolio Management assistant at TD Asset Management prior to graduating from The University of Waterloo with a major in accounting and financial management. He has completed the CPH and CSC exams in addition to the CFA Levels 1, 2 and 3 exams. He is awaiting the CFA charter upon completing the necessary industry experience. He is fluent in Hindi and Bengali and enjoys using these languages when he can to stay connected to his Indian roots.
Tanuj came to BMO Private Wealth in 2022 and joined Rosa Del Campo’s team in 2023. As a portfolio associate on the team, Tanuj handles the administrative issues including account openings, transfers, preparing documents for client meetings, onboarding online access clients, and pooled fund trading. He recognizes the role that financial wealth plays in the lives of individuals and families and is committed to providing excellent client service.
In his spare time, Tanuj enjoys jamming out on his guitar, spending hours reading about whatever subject he is interested in at the time, and playing fetch with and wrestling his puppy, Maple.