Meet our Partners

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.

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.

As a Certified Financial Planner®, Caitlyn comes to the BMO Private Wealth Planning Team with over 12 years of experience providing in-depth, holistic planning advice to high-net-worth individuals, business owners, and professionals. She is dedicated to helping clients create comprehensive strategies that align their wealth with their goals — from tax and estate planning to legacy and philanthropic giving.

Caitlyn takes pride in guiding clients through complex financial decisions with clarity and confidence. Her approach combines technical expertise with a deep understanding of each client’s personal values and aspirations.

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.

Sowon Holloway is a Senior Private Banker at BMO Private Wealth in the St. John’s office. She grew up in Edmonton where she earned a Bachelor of Commerce degree from the University of Alberta. This is also where she began her banking career with BMO Bank of Montreal in 2004. She has extensive knowledge and experience across several business lines including Commercial Banking, Professional Banking and Private Banking. She is a Certified Financial Planner (CFP®), an active member of BMO’s Private Banking Advisory Council and a passionate advocate for women’s financial empowerment serving as a member of BMO Alliance for Women.

Kirk advises ultra-high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross-border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovery to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children, lives on Vancouver Island and spends substantial time with clients, family and friends in Greater Vancouver and the B.C. Interior