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.


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.


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.


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.


Michelle Vienneau, BBA

Private Banker

Michelle Vienneau is a Private Banker with BMO Private Wealth. She works with high net worth clients to manage all of their banking needs. She offers personalized financial services from accounts and credit cards to complex lending, while delivering a superior client experience built on regular communication.

Michelle graduated from the University of New Brunswick with her Business Degree, where she immediately went into the finance industry, starting as a personal banker working her way to management. With 18 years of experience she has the skills and expertise that Private Wealth clients require. Working alongside Michelle is Jody Richard, Private Banking Officer. Jody has ten years of experience in banking and handles the day-to-day operations and transactions Private Banking clients require.

Outside of the office you will find Michelle with her husband Steve, and their two girls Quinn and Avery, often on the basketball court either coaching or cheering them on from the sidelines. When she finds quiet time she is curled up with her two cavalier dogs enjoying a good book.


Karen Sparks, MBA, CFP®, TEP

Director, Philanthropic Advisory Services

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Our Partners

Working in conjunction with your advisors e.g. your lawyer or accountant, we deliver cohesive solutions in an integrated way through our expert team of professionals including CFAs, MBAs, CFPs, CAs, LLBs. 
An in-depth discovery process aligns your current wealth, goals, and obligations, and subsequently, we design a customized solution through a disciplined process.