Our Partners

Andrée Godbout
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.

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. 

Robert Brown, CPA, CA, CFP®, TEP
Director, Wealth Planning

Robbie provides customized wealth advice to BMO Private Wealth’s high net worth clients and their families, helping them to realize their aspirations, at all stages of life, through meaningful conversations. This advice includes advanced tax, estate, philanthropic, and insurance planning strategies, among others.

Robbie has more than a decade of specialization in tax, trust, and estate planning, which allows him to tailor wealth planning strategies for the clients he collaboratively serves.

Jeff Robichaud
Senior Private Banker

Jeff began his career with Bank of Montreal in February 2004. He has held a variety of positions and has developed a well rounded skill set of financial expertise. In his current role as a Senior Private Banker, Jeff helps high-net worth clients develop and implement customized and integrated wealth management solutions, ranging from Private Banking to Investment, Trust and Estate Planning Solutions. His experience has taught him that every client is unique and he is able to provide solutions specific to their requirements.
Jeff graduated from Saint Mary’s University with a bachelor of commerce degree. He enjoys many sports, cooking, and spending time with family and friends.

Jean Richard, LL.L, LL.M, Mint Tax, TEP 
Senior Manager Cross Border & International Tax Consultant

Jean advises high and ultra high net worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.

Relying on over 35 years of professional practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international,  U.S. income and estate tax, and Canadian income tax considerations.

Jean joined BMO Wealth Management in 2001 with a solid expertise acquired advising individual clients and business owners with a leading Canadian insurance carrier, a leading accounting firm and a law firm.         

Linda Leung, CPA, TEP 
Director, U.S. Tax Planning

Linda advises high net worth business owners and professionals on how to efficiently structure their U.S. and Canadian assets, providing specialized tax solutions as part of an integrated wealth planning team. Drawing on 25 years of leadership within the cross-border field, Linda’s clients benefit from in-depth technical expertise, facilitating high-level planning discussions, while addressing a wide range of situations across U.S. income and estate tax, and Canadian income tax considerations.

Linda joined BMO Wealth Management in 2010, following 10 years of leading a global tax team at a large consulting firm, where she specialized in individual tax considerations with regards to employees relocating permanently or temporarily from/to U.S. and Canada. Previously, she was a Tax Manager in the Small Business and International Assignment Services groups at PricewaterhouseCoopers, a large international accounting firm.