Randy Cannon, CPA, CA

Investment Advisor

I am a qualified CPA, CA with over 15 years' experience working in the accounting, finance and investment professions.  I am a graduate of UPEI and started my career here in Charlottetown with ArsenaultBestCameronEllis Chartered Accountants.  I worked on personal and corporate tax engagements as well as auditing companies in virtually every industry on PEI.  In 2010, I traded the cold Canadian winters for the beaches of the Cayman Islands and began working in the offshore financial industry. First working as an external auditor on hedge funds and later joining the leading fund governance firm in the industry as International Financial Controller, overseeing the finances of 10 subsidiary companies located across 6 countries.  My role expanded as the company grew and I gained valuable experience in international finance and investment regulations. In particular, I helped our firm obtain an AIFM license allowing our clients easier access into the European market. 

While my career has followed a path serving clients in the corporate sector, my passion has always been helping people improve their personal financial situation. That desire to build strong personal relationships with clients, along with my view that the Canadian investment industry is improving to increase transparency and better align advisor and client goals, are the main reasons I transitioned to become an investment advisor.

My wife Emily is also a CPA, CA and is the Director of Finance and Accounting with Northumberland Ferries Limited.  In July 2017, we welcomed our first child, Lily Morgen, and in October 2019 our son Luke Douglas was born.  When not at the office or spending family time with Emily, Lily and Luke, I enjoy playing guitar, riding my motorcycle and playing sports, in particular, hockey, golf and curling.  

Living away from PEI for 5 years and then returning home has really emphasized the great community aspect of living on PEI.  We try to be involved as often as possible and I am very proud to volunteer with the United Way of PEI (Past President) and as a Rotarian with the Rotary Club of Summerside (Past President).  I have met many great people through these roles and see the positive impact non-profit organizations like these can have on our Island communities.

Our Experts

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Kelly Parker, CIM, CFP, FMA, TEP, FCSI

Director, Wealth Planning

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.

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Brodie Taylor, CPA, CA

Director, Tax Planning

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.

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Kristie Smith, JD, TEP

Director, Estate Planning – Atlantic Region

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.

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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.