Meet Your Team

Brodie Taylor, CPA, CA, CFP

Director, Tax Planning

Brodie focuses exclusively on providing tax planning support and strategies to business owners and high-net worth (HNW) families. Brodie is an experienced Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP) who previously worked as a Wealth Planning Consultant for BMO in St. John’s. Previously, Brodie worked  at the accounting firm Grant Thornton, where he provided a wide range of tax services, including assistance with corporate reorganizations, acquisition planning, and tax, estate and succession planning to many HNW families, private companies and their owners.

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.

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.

Wanda MacKay, TEP

Senior Trust Officer

Wanda MacKay has over two decades of experience working in the financial services industry and specializes in Estate & Trust services. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. Wanda knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

Lee Wallet , B.Comm

Relationship Manager , Business Banking

Lee is a trusted advisor in providing effective and appropriate financial solutions in every stage of business. He is a liaison to BMO’s Business Banking credit adjudication department and an advocate for your business. Lee will provide key introductions where applicable to value added BMO segments including Treasury & Payments Solutions and BMO Private Wealth.

Lee has been a Relationship Manager since 2014 and is continually nationally recognized for top client loyalty and satisfaction metrics – being helpful , knowledgeable and efficient are always top of mind.

He is a graduate of Saint Mary’s University obtaining a Bachelor of Commerce degree double majoring in Finance and Economics. Lee grew up in a family business on the South Shore of Nova Scotia and is passionate about helping local business thrive.

Ghislain LeBlanc

Senior Relationship Manager – Commercial Banking

Ghislain has worked in the banking industry for over 9 years. He oversees a portfolio of Commercial Banking customers including but not limited to Towns & Municipalities, Fisheries, Real Estate, and other private sector entities. Ghislain strives to provide tailored solutions to all clients, with an emphasis on excellent customer service.

Prior to his career in banking, he completed his bachelor’s in business administration at Université Sainte-Anne. Ghislain and his wife were both born and raised in Southwestern Nova Scotia, where they currently reside with their two daughters. Ghislain is an active member of a volunteer fire department in Digby Country, and has held various ranks, such as Lieutenant, Captain, and Training Officer. He is also a supporter of The United Way, The Kids Help Phone, and various other charitable & not-for-profit organizations.

Ghislain is available as your single point of contact for all your commercial banking and financing needs. He will introduce you to the specialists within BMO with different areas of expertise that are relevant to your unique requirements. Knowing your industry and providing holistic solutions is his focus.

Kara Craig

Senior Private Banker

Kara has been with Bank of Montreal since 1985, joining BMO Private Banking in 2015. Kara has over 30 years of experience managing relationships with retail, commercial and private banking client in Canada and additional cross border banking arrangements in the Unities States. Through Kara, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations.

Kara 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.  Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements.  She is highly committed to developing relationships built on trust.  A native of New Brunswick, Kara was raised in Halifax, NS.  She is the proud Mom of sons, Ben and Jasper.