Your Partners

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 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.

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.

Kristie provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal and business wealth planning. Kristie's approach focuses on guiding clients to identify their priorities - family, philanthropy, security, etc. - and developing customized strategies and options to empower clients to achieve their financial and non-financial goals. She works collaboratively with internal and external advisors to ensure that all aspects of a client's wealth plan support their legacy goals.

Kristie brings over 10 years of legal experience, in private practice and wealth management. She has a J.D. from the University of Ottawa and a B.Sc. from McGill University, and holds the TEP designation from the Society of Trust and Estate Practitioners. She is a member of the Law Society of Newfoundland and Labrador, and the Estate Planning Council of Canada.

Kristie lives in St. John's, NL, with her husband and their two daughters.

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.