Toll Free: 877-592-5870

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BMO Nesbitt Burns

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Meet our Partners

Andrée Godbout, LL.B., LL.M., TEP, CFP 
Director, Will and Estate Planning, BMO Wealth Management
 

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. Andrée advises high net worth individuals, professionals and entrepreneurs on specialized estate and trust solutions, as part of an integrated wealth planning team.


Robbie Brown, CPA, CA, TEP
Director, Wealth Planning, BMO Wealth Management

 

Robbie provides customized wealth advice to financially successful clients and their families, helping them to manage their assets and achieve their financial goals. This advice includes financial planning, tax planning, estate planning, business succession planning, as well as philanthropic planning. Using a holistic approach, Robbie collaborates with us to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel.
 


Danette Pottle, BA(econ), MBA, PFP
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

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. Working with the Cruikshank Wealth Team, she assists in providing unique strategies that complement your current financial situation and communicate your wishes for the future.
 

James Wong, CPA-CA, CBV, M. Comm
Vice President, Ultra High Net Worth Planning

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.

 


Mathieu Lefebvre, CPA, CA, CF
Vice President, Business Advisory & Succession Planning

Building relationships with clients is paramount to becoming a trusted advisor. Mathieu’s goal is to develop rapport with clients through open communication, trust and exceptional service. Leaning on his diverse background and experience, Mathieu provides guidance to private business owners and families in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Prior to joining BMO Wealth Management in 2018, Mathieu has over 10 years of experience with national and Big 4 accounting firms. Working within the M&A Transaction services Group, he advised private company owners across multiple industries, with business enterprise values ranging from $3 million to +$100 million on all aspects of the M&A transaction process, from the initial analysis of financial and operational performance to the closing of the transaction (i.e. divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations). Other areas of experience include corporate restructuring and insolvency, financings, and corporate audits.

 


Karen Sparks, MBA, CFP, TEP
Director, Philanthropic Advsiory Services, BMO Private Wealth


Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior roles in the financial services industry that specialized in wealth planning, marketing and communications, and business development. In these roles, Karen engaged clients in meaningful conversations about their family’s needs and desires, providing strategies to meet their goals in the most tax-efficient manner possible, all within the framework of a comprehensive and holistic approach to wealth planning.

Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Our goal is to empower clients with comprehensive and customized solutions; resolving complex situations through coordinated and proactive wealth plans.