Trevor Macdougall, MBA

Senior Investment Advisor

I am a tenured, and recommended Senior Investment Advisor practicing for more than 25 years. I am also a former member of the Nesbitt Burns Management Committee within BMO Private Wealth. The NBMC works with the leadership of BMO Private Wealth to set policy and steer the strategic direction of our firm for the benefit of our teams and clients. In 2021, 2022 and 2023 I was recognized as a top Advisor in Canada by BMO Private Wealth. In 2023, my team and I were also recognized among the top teams in Canada for client satisfaction and loyalty.

 

I am happily married to my wife Ali and we have three wonderful children. We live in Saint John, NB.

Kristina Lerette

Administration Associate

Kristina is a mother to two wonderful children and originally from Moncton, New Brunswick. She began her career at BMO Nesbitt Burns in 2016 as part of the operations team. Kristina transitioned into her role as Trevor’s Administration Associate in 2019 and became an IR licensed associate the same year. Kristina expertly manages our client service program and handles all administration/operations for our team.

Our Trusted Partners

 

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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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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.