Trevor Macdougall, MBA

Senior Wealth Advisor and Portfolio Manager

I am a tenured, and recommended Investment Advisor, practicing for more than 25 years. I am also a 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 and 2022, I was named to our firm's President's Council, recognizing me as a top Advisor in Canada.


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 original 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’s role on our team is to take care of all administrative needs.

Our Trusted Partners



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.


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.