Our Partners

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Kristie Smith, JD, TEP

Director, Estate Planning – Atlantic Region

Kristie provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal and business wealth planning. Kristie's approach focuses on guiding clients to identify their priorities - family, philanthropy, security, etc. - and developing customized strategies and options to empower clients to achieve their financial and non-financial goals. She works collaboratively with internal and external advisors to ensure that all aspects of a client's wealth plan support their legacy goals.

Kristie brings over 10 years of legal experience, in private practice and wealth management. She has a J.D. from the University of Ottawa and a B.Sc. from McGill University, and holds the TEP designation from the Society of Trust and Estate Practitioners. She is a member of the Law Society of Newfoundland and Labrador, and the Estate Planning Council of Canada.

Kristie lives in St. John's, NL, with her husband and their two daughters.

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Kelly Parker, CIM, CFP, FMA, TEP, FCSI

Director, Wealth Planning

Kelly advises high net worth individuals, professionals and entrepreneurs on various financial topics, to help clients find comfort in knowing their financial objectives will be met.

Kelly joined BMO in April 2016 as a Private Wealth Advisor, 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 planning designations, Kelly’s background includes 14 years of planning and investment experience at another major financial institution as a Financial Advisor.

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Brodie Taylor, CPA, CA

Director, Tax Planning

Brodie assists high net worth clients, professionals and entrepreneurs to achieve their personal goals through the development of a comprehensive wealth plan.

Brodie has been working in professional service industry since 2010 and has extensive experience in tax planning for personal and corporate clients. Brodie draws on his experience working personal and corporate clients and involves a team of professionals to address specific needs with regards to tax, estate planning and insurance.

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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.

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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

Angela Oakes

Angela Oakes, MBA

Private Banker

As a Private Banker with more than 20 years of banking experience and an MBA from Queen’s University, she partners with high-net-worth individuals, families, and business owners to provide customized banking and lending solutions. Angela is known for her thoughtful, relationship-driven approach and her commitment to delivering exceptional client experiences.

Husayn Sidi

Director, BMO Family Office

Husayn is a Director on the BMO Family Office Team where he is the primary contact for wealth professionals outside of the Quebec Market. He is responsible for coordinating the delivery of a specialized suite of services across investments, philanthropy, family governance, planning, and other areas of the business.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Commercial business in various roles, including as Director, Diversified Industries – Corporate Finance Division, where he was responsible for the portfolio management of large public and private companies, and the credit underwriting of complex transactions.

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.

Shelley Forsythe, FEA, TEP, CFP

Director, Family Enterprise Planning

Shelley is the Director of Family Enterprise planning at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals. This process guides them to navigate towards what’s important and enables them to make purposeful decisions regarding their wealth and legacy. Shelley takes an in-depth approach to gain insight into each client’s overall goals and intentions to customize intergenerational options and solutions. She specializes in facilitating family governance and legacy conversations to promote education, harmony and effective communication across generations.

Of paramount importance to Shelley is maintaining client confidentiality and creating a realistic timeline and roadmap to implement immediate and long-term priorities. She frequently collaborates with a client’s advisory team of trusted advisors to facilitate the implementation and coordination of frameworks, processes, and accountabilities.

Shelley has been in the financial services industry for 30 years. Her experience includes banking, investment management, financial planning, trust company and family office experience. She has earned eight professional designations in various disciplines, including the Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), and Master Financial Advisor-Philanthropy (MFA-P).

Shelley’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth and legacy plans.

Alexander Jansen

Investment Strategist, Family Office

Alexander is the Investment Strategist for the BMO family Office. He is responsible for Ultra High Net Worth client asset allocation, portfolio construction, with an emphasis on alternative investments and enhanced portfolio reporting.

Prior to BMO, Alexander was at UBS Wealth Management for 11 years, working across trading, portfolio management and alternative investments. He led a number of fundraisings for Private Equity at the firm as well as other alternative managers. He also worked with clients developing portfolios using cross asset solutions.

Alexander is a Chartered Financial Analyst and completed his Bachelor of Commerce at the University of Toronto. He resides in Toronto with his wife and two children.

Kevin Malone

Managing Director, BMO Family Office

Kevin is a Managing Director with BMO Family Office, a group formed in 2020 to advise BMO Private Wealth’s highest value clients.

Kevin joined BMO Private Banking in 2009 and has held numerous leadership positions, including having responsibility for the overall leadership and strategy of our Ultra High Net Worth business in the Greater Toronto market.

Previously, Kevin spent 24 years at BMO Capital Markets where he was a lead advisor to companies across several industry sectors with respect to mergers and acquisitions, recapitalizations, and debt and equity financings. With over 35 years advising corporate and Ultra High Net Worth clients, Kevin has extensive experience working with families who have complex wealth management needs.

Kevin has an MBA from the Richard Ivey School of Business, University of Western Ontario and a Bachelor of Arts (Honours) from Queen’s University.

Kevin is also very actively involved in the community, serving as:

Director of the Canadian Canoe Museum and Chair of its Finance and Fundraising Committees;

Trustee of Lakefield College School;

Past Director and President of Duke of Edinburgh Award Programme’s National Board;

Past fundraising committee member for several not-for-profit organizations, including the Nature Conservancy of Canada, Stratford Express and Dixon Hall.

Kevin is a recipient of the Queen's Golden Jubilee Medal (2002) and the Diamond Jubilee Medal (2012).

Kevin and his wife, Mona, are proud parents to three young adults, and as a family are actively involved in amateur sports, the arts, travel and numerous charitable organizations.