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Senior Portfolio Manager & Investment Advisor
Dario brings over two decades of wealth management and investment experience to his role as Senior Portfolio Manager and Investment Advisor. With a focus on building long-term business relationships, he primarily serves ultra-high-net-worth and high-net-worth individuals and families, entrepreneurs, business owners and healthcare professionals.
Dario holds the prestigious Chartered Financial Analyst (CFA) designation, recognized internationally for its rigorous standards of knowledge and ethics. He is an esteemed member of the Institute of Chartered Financial Analysts.
Through his dedication to ongoing research and staying up to date with domestic and international market trends, Dario provides his clients with insightful and informed advice, empowering them to make sound financial decisions.
He surrounds himself with a team of dedicated and talented professionals, each excelling in their respective disciplines. Together, personalized attention and tailored solutions are the cornerstones of Borelli Private Wealth’s approach.
Beyond his professional endeavours, Dario enjoys photography and cycling. But ultimately, his true joy lies in spending quality time with his wife and children. He’s devoted to creating memories with his loved ones.
Associate Advisor
Originally from Hong Kong, Simon is a dedicated professional who brings a wealth of knowledge and expertise to his role as an Associate Investment Advisor. He graduated from McGill University with a Bachelor of Finance. Simon joined RBC Dominion Securities in February 2006 and has been committed to serving his clients’ wealth management needs ever since.
Simon’s primary focus is on building strong client relationships and providing comprehensive support across all aspects of wealth management. He excels in client communication, portfolio management, and the implementation of strategies identified in client financial plans. With a keen attention to detail and a deep understanding of investment solutions, Simon strives to deliver exceptional service and tailored advice to his clients.
Driven by his commitment to professional growth, Simon has obtained the Canadian Investment Manager (CIM) designation. He actively engages in ongoing professional development to stay up to date with the latest investment solutions and market trends. This dedication ensures he can offer his clients well-informed and effective strategies to achieve their financial goals.
Simon has a vibrant life outside of his professional endeavours. He is passionate about games and puzzles and enjoys immersing himself in the world of Star Wars. However, his greatest joy comes from spending time with his family. Simon values the importance of a loving and supportive family environment and cherishes moments with his wife and children.
Associate Wealth Advisor
With over 10 years of experience in the banking industry, Michelle has always been driven by a genuine desire to assist clients with their financial needs. Her role at Borelli Private Wealth is centred on ensuring clients receive a holistic and comprehensive wealth management experience. She oversees the financial planning process within her team, ensuring clients receive personalized strategies to achieve their financial goals. Her dedication to helping clients plan for their future is evident in her meticulous organizational skills, which enable her to provide sound advice and strategic recommendations tailored to each client's unique circumstances.
Michelle’s pursuit of professional development is a testament to her commitment to delivering the highest level of service. She holds a Bachelor of Commerce from the John Molson School of Business and has successfully completed the Canadian Securities Course and the Wealth Management Essentials course from the Canadian Securities Institute. Her recent attainment of the financial planning designation (F.Pl.) with the IQPF further enhances her expertise in comprehensive financial planning.
Outside her professional achievements, Michelle has a range of interests that enrich her life. She finds solace and balance through practicing yoga, delights in exploring culinary creations through cooking, and embraces the opportunity to broaden her horizons through travel.
Administrative Assistant
Nisrina brings a passion for learning to the job — the same passion that landed her in the financial industry. After graduating from Concordia University with a Bachelor of Linguistics, Nisrina’s natural curiosity and drive to help others succeed led her to join the Borelli Private Wealth team. She recently obtained a Public Relations and Communications diploma at McGill University to further her educational journey.
Nisrina believes in community engagement and building meaningful relationships with others. In her day-to-day role, she applies these principles through her administrative duties. She’s responsible for account opening, transfers, and general inquiries, such as documentation and payments, all of which support her teammates and our clients. She’s dedicated to delivering a customer-centric approach to ensure our clients get the highest quality service.
Aside from her professional pursuits, Nisrina is an avid reader and writer. She also has a sense of adventure and enjoys exploring new destinations through travel.
