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.
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.
Tim Brown, CFP, CLU, TEP
Director, Wealth Planning
As a member of the BMO High Net Worth Wealth Planning team, Tim brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO Wealth Professionals and their clients to develop sound wealth management plans. Drawing on his diverse financial planning background, Tim uses his knowledge and expertise to provide strategies and support to serve the increasingly complex demands of successful clients. He is involved in the end-to-end wealth planning process to optimize all aspects of managing, preserving, enhancing, and transferring wealth.