Meet Our Team

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.

Kristie provides estate planning guidance to high and ultra high net worth individuals, families and business owners in the context of their personal and business wealth planning. Kristie's approach focuses on guiding clients to identify their priorities - family, philanthropy, security, etc. - and developing customized strategies and options to empower clients to achieve their financial and non-financial goals. She works collaboratively with internal and external advisors to ensure that all aspects of a client's wealth plan support their legacy goals.

Kristie brings over 10 years of legal experience, in private practice and wealth management. She has a J.D. from the University of Ottawa and a B.Sc. from McGill University, and holds the TEP designation from the Society of Trust and Estate Practitioners. She is a member of the Law Society of Newfoundland and Labrador, and the Estate Planning Council of Canada.

Kristie lives in St. John's, NL, with her husband and their two daughters.

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.

Amanda has been a part of the Business Banking Industry for over 15 years, during which time she has built extensive knowledge in financial analysis and portfolio management. She has experience in business lending and specialize in developing solutions to help her clients achieve their business goals. She has attained a Masters in Economics and was drawn to the world of banking and customer service early on in her career.

Amanda offers professional experience, industry insights and financial solutions that her clients can depend on to help manage their business successfully.

 Peter MacLeod is located in Halifax, Nova Scotia and provides both lending and deposit solutions for a portfolio of commercial banking clients. Peter started working at BMO in 2014 while pursuing his Bachelor of Commerce at St. Mary’s University. He moved into Commercial banking to begin as a commercial banking credit analyst. It was in this position that Peter began his pursuing his CPA designation and was successful in joining as a CPA Charter holder in 2018. Peter now currently manages a diverse portfolio of BMO commercial clients that have various lending, treasury and deposit needs. His clients are from a diverse group of industries however Peter does have a specific concentration in the seafood industry in Nova Scotia. His team is all located out of Nova Scotia, and he has access to various local partners at BMO to assist with any client need outside of his expertise.

Susan joined BMO Trust Co. in April 2017 and is responsible for Estate and Trust business in Atlantic Canada. Prior to joining BMO Trust Co., Susan worked in the Estate & Trust industry for another major Canadian financial institution where she was responsible for the day to day administration of a large Estate and Trust portfolio. She has extensive expertise in the settlement of estates, testamentary and inter vivos trusts and the administration of the assets of incapable individuals. Susan also has experience in the non-profit sector delivering fundraising programs and events.