DAVID CIMPELLO - Key Persons

Jessica McCoy

Job Titles:
  • Associate
  • Investment Advisor
  • CERTIFIED FINANCIAL PLANNER® Associate Investment Advisor
  • Member of the Cimpello Wealth Advisory Group
Jessica has been a member of The Cimpello Wealth Advisory Group since November 2005 but joined BMO Nesbitt Burns as a fresh university graduate in January 2004. In her first year at BMO Nesbitt Burns, Jessica successfully completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Professional Financial Planning Course. In 2006, she obtained her CERTIFIED FINANCIAL PLANNER® designation and in 2007, earned the title of Associate Investment Advisor at BMO Nesbitt Burns.

Phil Comtois

Job Titles:
  • Estate and Insurance Advisor, Senior Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Estate Insurance Advisory Services since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other Advisors, including lawyers and accountants. In addition to his advisory role, Phil plays a key role on the division's management team as an ambassador for Estate and Insurance Advisors across Canada. In this position, Phil leverages his experience as a top performing advisor to create opportunities and tools that will help Estate and Insurance Advisors in becoming successful advisors and leaders in their field.

Royden Costantini

Job Titles:
  • Associate Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER