What our Portfolio Experts do
Global industry leaders working for you
Your SmartFolio account is managed by BMO Nesbitt Burns, one of the most trusted firms in Canada, while your portfolio is handled by BMO Global Asset Management, an industry leader managing over $300 billion worth of investments. You get all of the benefits of working with the world’s best advisors and managers – without the high cost.
Meet our advisors
I enjoy building rapport with our clients; educating, helping & supporting them to build & achieve their investment goals. In my free time I like reading on behavioural finance, cooking, playing with my dog and spending quality time with my loved ones.
Investing is a way of life and we make it effortless. I take pride in helping clients with their investment needs and there is nothing more satisfying than seeing them prosper. While away from work, I greatly value time spent with friends and family. I also love riding motorcycles and doing laps after laps on a racetrack.
Neil Davy Okounou
SmartFolio for me represents peace of mind and I love hearing different testimonies about our clients’ success. Outside of work, I enjoy playing basketball, love to travel and love dancing.
Yuwei (Claire) Yuan
I enjoy speaking with clients, understanding their financial needs and providing them with the appropriate solutions. In my free time, I like playing guitar and exploring local restaurants.
Selena Mingliu Chen
I enjoy the rewarding experience of helping clients achieve their financial goals. In my free time, I love traveling to different places to try new foods and learn about their cultures.
Xiaojing (Jennifer) Ni
Being passionate about my job and the investment industry, I am inspired and empowered to have Canadians invest smarter. Outside of work, I enjoy hiking, reading, and tutoring university students who are encountering culture and language barriers.
Seydou Mendes Da Mata
I love getting to know my clients so that I can genuinely support them on their financial journey. I strive to ensure my clients’ investments are tailored to their long-term vision to help them materialize it. In my free time, I can be found playing chess or tennis, and spending time with my family.
As a caring advisor, I take pride establishing relationships with my clients so that I can best suit their needs. It brings me great joy seeing clients get on the right track to achieving their long-term financial goals. In my spare time, I’m an aspiring home chef, and an avid cyclist.
I help make investing easy for our clients so that they can make the right choices in pursuit of their ultimate goal. During my days away from the office I enjoy volunteering and giving back to the community.
I enjoy working with our clients to ensure their investment portfolio can help achieve their short and long-term financial goals. Outside of work I love to travel and try new things!
My objective is to help you get the most out of your investing experience and personalized advice. Nothing beats the feeling I get when my clients tell me that they feel empowered and confidently take the steps to optimize their portfolios. During my free time, I’m an avid reader of historical biographies, cross-country skiing, mountain biking and spending time with my family.
My goal is to create an exceptional experience for our clients. I take pride in knowing that we've made an impact on a client's life. Outside of work I’m an avid Toronto Maple Leafs fan and an adventurous foodie.
I enjoy speaking with clients to find the right investing solution for them in the new digital era. Outside of work you can find me sampling one of my local restaurants or exercising at the yoga studio.
I love building rapport with clients to help ensure they meet their investment goals. During my free time I enjoy watching the Toronto Raptors and spending time with my family and friends.
I love building relationships with our clients and I’m committed to making their investment experience as effortless as possible. I’m also as passionate about photography as I am about helping my clients.
I provide clients with guidance and support to help them reach their investment goals. During my free time I enjoy volunteering at charity events, hitting the gym, cooking, and I’m in the process of earning my flying license certificate.