BMO Nesbitt Burns
100 New Gower Street
St. John's, NL
Craig Bishop, B.Comm, CFP, CIM
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Since 1997, Craig has gained extraordinary wealth management experience in helping affluent & high-net worth clients overcome financial challenges and achieve financial success. He is very passionate about leveraging his BMO Private Wealth’s team of experts and industry-leading platform to foster strong client relationships built upon mutual trust and integrity.
Craig believes in collaboratively working with clients to achieve financial success. His wealth management approach takes into account his client’s financial planning needs and risk profile before recommending an appropriate portfolio strategy. He has a conservative investment philosophy guided by sound risk management principles including portfolio diversification and rebalancing.
Craig has a Bachelor of Commerce (B.Comm) degree from Memorial University of Newfoundland and has earned his Certified Financial Planner (CFPTM) and his Chartered Investment Manager (CIMTM) professional designations.
He is happily married and has two children.
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.
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.