Kelly Parker, CIM, CFP, FMA, TEP, FCSI
Director, Wealth Planning
Kelly advises high net worth individuals, professionals and entrepreneurs on various financial topics, to help clients find comfort in knowing their financial objectives will be met.
Kelly joined BMO in April 2016 as a Private Wealth Advisor, where she supported our teams in offering a broader wealth planning experience for their high net worth clients’ needs. In addition to having earned her planning designations, Kelly’s background includes 14 years of planning and investment experience at another major financial institution as a Financial Advisor.
Brodie Taylor, CPA, CA
Director, Tax Planning
Brodie assists high net worth clients, professionals and entrepreneurs to achieve their personal goals through the development of a comprehensive wealth plan.
Brodie has been working in professional service industry since 2010 and has extensive experience in tax planning for personal and corporate clients. Brodie draws on his experience working personal and corporate clients and involves a team of professionals to address specific needs with regards to tax, estate planning and insurance.
Danette Pottle, BA (Econ), MBA, PFP
Estate and Insurance Advisor
As an Estate and Insurance Advisor, Danette provides clients with a plan to highlight opportunities, including the reduction of estate costs and taxes, ensuring that the beneficiaries receive the maximum value of their estate. She assists in providing unique strategies that complement your current financial situation and communicate your wishes for the future.
Director, Estate Planning
Andrée advises high net worth individuals, professionals and entrepreneurs on specialized estate and trust solutions, as part of an integrated wealth planning team.
Andrée joined BMO in November 2015 as a Wealth Management Consultant, where she supported our teams in offering a broader wealth planning experience for their high net worth clients` needs. In addition to having earned her TEP and CFP designations, Andrée’s background includes private practice as a lawyer, and 8 years at another major financial institution as a Trusts and Estates Consultant. She was called to the New Brunswick bar in 2006, and the Nova Scotia bar in 2008. In addition, she is Past Chair of the Society of Trust and Estate Practitioners` Atlantic Branch, and Past Chair of the Halifax Estate Planning Council.
Director, Philanthropic Advisory Services, BMO Private Wealth
Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning.
Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Our goal is to empower clients with comprehensive and customized solutions; resolving complex situations through coordinated and proactive wealth plans.