With over 22 years of experience in the financial services industry, I am fortunate to be growing already strong relationships with my clients and to be helping them achieve their personal financial goals. Through my commitment to continuous education and completion of required qualifications, I have earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation from the Financial Planning Standards Council. I also hold the Financial Management Advisor (FMA) and Fellow of the Canadians Securities Institute (FCSI®) designations.
 
Prior to joining BMO Nesbitt Burns in April 2021 to create Wyllie, Heinlein & Associates with my long time colleague and good friend Ron Heinlein, I worked with TD Wealth for almost 20 years as a Senior Financial Planner and Investment Advisor.
 
Born in Montreal and raised in Ottawa, my personal priorities are spending time with my wife, family and Great Dane at the cottage where we enjoy boating and hiking and supporting the Humane Society, Canadian Cancer Society, and Heart & Stroke Foundation.

With over 35 years of experience in the financial services industry, I have enjoyed the rewards of working closely with families through relationships that span many years. My specialty is helping them achieve their personal financial goals and to introduce their next generation to the responsibilities of managing the family wealth wisely.
 
I hold the CERTIFIED FINANCIAL PLANNER® (CFP) designation conferred by the Financial Planning Standards Council, as well as the Fellow of the Canadian Securities Institute (FCSI®) and Financial Management Advisor (FMA) designations from the Canadian Securities Institute.
 
Prior to joining BMO in April 2021, I worked with TD Wealth for almost 20 years as a Senior Financial Planner and Investment Advisor, where I worked closely with and became good friends with Matt Wyllie. Both seeking to offer a much broader universe of investment opportunities and more extensive wealth planning support, it was a natural fit to move to BMO together to create Wyllie, Heinlein & Associates. 
 
Born and raised in Ottawa, I support a variety of charities in the community, with a special place in my heart for the Salvation Army and the Ottawa Heart Institute. My favourite pastime is heading to the cottage in Quebec’s Pontiac region to spend time on the water, boating and swimming. I also enjoy every opportunity to golf and downhill ski.

With 20 years of industry experience in providing administrative support Brandi strives to provide our clients with excellent and efficient service every day. She loves being part of helping families reach their financial goals through our comprehensive approach to financial planning.
 
Prior to joining BMO Private Wealth, she worked at Assante Wealth Management in a variety of roles including reception, branch management and administrative support. Outside of work Brandi spends her time coaching figure skating, exercising and enjoying the outdoors with her husband Rob and her dog Lexie.