Address

BMO Nesbitt Burns
331 Water Street
3rd Floor
St. John's, NL
A1C 1B9
Map

Contact Us

Danette Pottle

Estate & Insurance Advisor, BMO Estate Insurance Advisory ServicesBA(econ), MBA, PFP

Tel: (902) 496-1176

Fax (902) 496-1130

E-mail: danette.pottle@bmo.com

Danette began her career in 1997 as a financial advisor with a leading Canadian bank, and has since specialized in sales and client facing roles. Danette completed her BA (Econ) at Memorial University and her MBA at Heriot-Watt University, Edinburgh Business School in Scotland.

Danette specializes in helping individual clients to:
•Structure income for maximum tax advantage
•Increase spendable retirement income while reducing risk and taxes
•Minimize the estate values lost to pay taxes
•Simplify the distribution of estate assets to heirs
•Develop strategies to minimize exposure to the various matrimonial laws
•Build strategies to allow for business succession, tax effectively
•Turn taxable corporate assets into future tax free capital for heirs

In her spare time, Danette's passion is traveling, and to date, she has visited more than 40 countries around the world. She loves to be outdoors exploring places by hiking, skiing and playing golf. Her focused charity is Plan Canada, and over the years she has sponsored four children through this organization. Danette is from Stephenville, NL and currently resides in Dartmouth, Nova Scotia.