Nos partenaires

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.

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.

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.

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.

Samir possède plus de 14 ans d'expérience professionnelle en planification financière et services financiers et plus que treize ans en Marketing et ventes. Il a toujours donné des conseils de qualité supérieure et proposé des solutions pour aider les clients à atteindre leurs objectifs.

Avant d'entrer au service de BMO Groupe financier, il a travaillé comme directeur pour une grande institution de services financiers dans le domaine des placements et des produits spécialisés. Auparavant, il a été directeur de la planification financière et ses fonctions principales consistaient à fournir le soutien à la planification financière à plus que 20 succursales de la région de Montréal.

Samir est diplômé de l'École des hautes études commerciales (HEC), titulaire d'un baccalauréat en administration des affaires, ainsi que d'un baccalauréat en marketing et gestion internationale. Après l'université, il a obtenu le titre de planificateur financier de l'IQPF, réussi le Cours sur le commerce des valeurs mobilières au Canada et a complété plusieurs cours du programme du D.E.S.S. en fiscalité.

Jean-François fournit des solutions d’assurance pour les investisseurs canadiens afin de maximiser leur patrimoine. Membre du groupe BMO depuis 2014 et oeuvrant au sein des comptes nationaux depuis plus de 15 ans, il a contribué à aider les familles fortunées à augmenter la valeur de leur patrimoine, à réduire considérablement l’impôt et à assurer les plans de relève de leur entreprise.

Jean-François possède une formation rigoureuse en plus d’avoir accumulé plus de 20 ans dans l’industrie des services financiers.