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.
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.
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.
Joe Fillmore
Senior Private Banker
Joe joined Bank of Montreal in 2010 as its senior banker for the Corporate Finance Division in Atlantic Canada; over a period of 9 years he was instrumental in more than tripling the size of BMO's corporate finance lending portfolio across all four Atlantic Provinces. In 2019 Joe joined the Private Wealth team with a focus on the Ultra High Net Worth Market.
Prior to joining BMO, Joe worked for a European bank as their Canadian Head tasked with obtaining their banking license, setting up operations and national business development in the seafood, offshore vessel and renewable energy sectors. For the preceding 10 years Joe worked for a Canadian chartered bank in their mid-market commercial group and held progressively senior positions within relationship management, sales management, and credit structuring. Prior to entering the banking industry Joe served 11 years in the Royal Canadian Air Force.
Joe has a Masters of Business Administration from Dalhousie and a honours undergraduate degree in economics and mathematics from Acadia University
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.
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.