Our Team

With a commitment to building trust through integrity, knowledge, discretion, and hard work, Jodie Harrison is the founder and lead advisor of the Harrison Wealth Advisory Group at BMO Private Wealth. Jodie brings over 25 years of dedicated expertise to serving distinguished, multigenerational Ottawa families, backed by the strength and security of a global institution.

Jodie takes a highly personalized approach to understanding her clients' goals, values, and aspirations. She and her team provide comprehensive family-office services that address the unique complexities of intergenerational wealth. By implementing customized financial plans and taking an institutional-calibre approach to asset management – like that used by leading pension funds – she helps affluent families preserve and enhance their legacy while navigating life's evolving opportunities and challenges with confidence.

Her distinctive perspective was shaped by dual experiences: serving as a Senior Wealth Advisor with BMO Nesbitt Burns and as Regional Vice President at a major bank-owned asset management firm, where she partnered with over 200 Financial Advisors. Jodie’s combination of direct client service and institutional asset management expertise enables her to deliver sophisticated wealth solutions backed by BMO's global resources and security.

A graduate of the University of Ottawa Telfer School of Management, Jodie holds a Bachelor of Commerce with a major in Finance. She has maintained her commitment to professional excellence through her Personal Financial Planner (PFP®) designation and life insurance license. Since 2016, she has served as a mentor with Telfer's Executive Mentor Program, sharing her insights with the next generation.

Active in her community, Jodie has been a proud board member of the Snowsuit Fund of Ottawa since 2021. In her free time, she enjoys honing her culinary skills, reading, skiing, and traveling the world with her family.

A vital member of the Harrison Wealth Advisory Group at BMO Private Wealth, Cory Steele brings nearly fifteen years of investment industry experience to serving our valued clients. He assists our team by providing sophisticated portfolio construction and applying his natural talent for building lasting client relationships.

Known for his strategic oversight and attention to detail, Cory excels at analyzing complex financial scenarios with a high-altitude approach to identify opportunities and potential gaps in wealth planning strategies. His thorough approach, coupled with his genuine interest in clients' lives and aspirations, allows him to develop thoughtful solutions that align with a family's unique circumstances.

Cory is the rare Millennial who would rather pick up the phone than send an email, so it’s not surprising that clients find him very likeable and feel comfortable discussing their lives and finances with him. To Cory, wealth management is more than just a business; it is an honour to learn people’s personal circumstances and serve their financial needs with genuine concern and distinction.

Cory joined BMO Private Wealth in 2017 and the Harrison Wealth Advisory Group in 2018.

He holds a Bachelor of Commerce in Finance from Carleton University and has completed the Certified Financial Planner (CFP) designation. Beyond the office, Cory keeps fit by playing golf and baseball and walking his Bernese Mountain Dog, Maeve, and especially enjoys traveling with his wife, Courtney.

A creative problem-solver and consummate organizer, Sam MacKechnie’s role involves welcoming our new clients through our onboarding process, managing our administrative hub with precision, fulfilling day-to-day client service requests responsively, executing trades, and building tailored financial plans. Personable and patient, Sam can juggle many balls without getting bogged down and can translate complex concepts clearly and meaningfully.

Sam began his career with another major bank-owned financial institution in 2018 as one of only 25 individuals selected across Canada to join their Wealth Management Associate Program. He held roles in banking, credit analysis, financial planning, insurance, and investment management before joining our team in 2021.

With a Bachelor of Arts in Economics and Business from Dalhousie University and the Certified Financial Planner (CFP) certification, Sam is currently working to obtain his Chartered Investment Manager (CIM) designation and life insurance licence to better serve our affluent clients.

Sam formerly served a three-year term as Social Director on his Cottage Association Board and has applied those skills as Organizer in Chief of our annual BMO Private Wealth Ottawa West Branch holiday party. In his personal time, Sam enjoys cooking, golfing, and sailing on the Ottawa River near his family cottage. He is also an avid skier and traveller. Sam and his new bride keep fit trying to keep up with their Border Collie/Cattledog.