BMO Nesbitt Burns
1400-1675 Grafton St
Andrée Godbout, LL.B., LL.M., TEP, CFP
Director, Will and Estate Planning
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.
Andrée advises high net worth individuals, professionals and entrepreneurs on specialized estate and trust solutions, as part of an integrated wealth planning team.
Robbie Brown, CPA, CA, TEP
Director, Wealth Planning at BMO Wealth Management
Robbie provides customized wealth advice to financially successful clients and their families, helping them to manage their assets and achieve their financial goals. This advice includes financial planning, tax planning, estate planning, business succession planning, as well as philanthropic planning. Using a holistic approach, Robbie collaborates with us to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.
Danette Pottle, BA(econ), MBA, PFP
Estate and Insurance Advisor - BMO Estate Insurance Advisory Services
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.
Working with the Harwood Group, she assists in providing unique strategies that complement your current financial situation and communicate your wishes for the future.