Our Partners

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.

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 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.

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.
 

I’m committed to understanding client needs and personally assist them to achieve their goals and help carry out their legacy.

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. 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. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

James brings over 20 years of experience working directly with business families in developing their business and wealth transition. He shares his knowledge and experience in this area in a co-authored book, “The Transition Experience – What every Canadian family business owner should know beyond succession planning”. Central to his approach is exploring with family and family members, the impact and responsibility that comes with multi-generational wealth, and ultimately developing goals and governance associated with the stewardship of wealth.

James started his career practicing tax, business valuation and corporate insolvency at a national accounting firm. He joined BMO in 2000 to lead and develop a then new initiative, business succession planning.

His experience in business succession planning underpins his wider work with families in developing their wealth legacy.  He meets with multiple generations of each family as part of his work to develop lasting stewardship of wealth.  Educating younger generations on financial fluency is part of his legacy planning work.
Prior to joining BMO, he was a commercial account manager in another Canadian bank, gaining valuable perspective on the use of leverage as part of overall wealth planning.