Danny Costa

Employer firm

Bmo Nesbitt Burns Securities Ltd. CRD 281337

$1.20B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Bmo Nesbitt Burns Securities Ltd.

1 First Canadian Place 41St Floor, Toronto, Ontario M5X 1A1 • Canada

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-12-17

TX RA
APPROVED_RES

Since 2025-12-17

Branch Locations

360 Oakville Place Drive 2Nd Floor, Oakville L6H 6K8 • Canada

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bmo Nesbitt Burns Securities Ltd	Oakville		09/2023	Present
Bmo Nesbitt Burns Inc.	Oakville, Ontario		09/2012	Present

09/2023 → Present

Bmo Nesbitt Burns Securities Ltd

Oakville
09/2012 → Present

Bmo Nesbitt Burns Inc.

Oakville, Ontario

Other Businesses

Through my family, we own some real estate properties in canada. I am not actively involved. Holdings companies: Baladna investment and Baladnacondo inc. The businesses are passive holding companies and do not interfer with my investment management job at BMO. My position is co-owner and my wife is more actively involved day to day. We've co-owned real estate as a family since around 2002. These companies started around 2014. I devote around 2 hours per month to real estate, using my personal time. The nature of my responsibilities would be to assist my wife.