Michael Longo

Background

About Michael Longo

Professional Summary Experienced Professional Financial Relationship Manager and Wealth Planner who works with High Net Worth clients and their families, helping to inventory and define holdings, articulate life goals, and build a blueprint to reach objectives. Engaging all levels of organization and assembling a team of subject experts when required, in order to provide a holistic and exemplary customer experience to financial relationship management. BMO Nesbitt Burns Inc. is a Member – Canadian Investor Protection Fund and is a Member of the Canadian Investment Regulatory Organization BMO Private Investment Counsel Inc. holds registrations with Canadian securities regulatory authorities. Investment Counsellors with BPIC are individually registered with their provincial securities commissions. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. BMO Investments Inc. is a separate entity from BMO Private Wealth on behalf of which your BMO Private Banker provides mutual fund services. BMO Investments Inc. is a Member of the Canadian Investment Regulatory Organization.