Kristie Smith, JD, TEP

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Kristie advises high net worth individuals on estate and trust solutions as part of an integrated wealth planning team. Kristie's approach focuses on guiding clients to identify their priorities and developing customized recommendations to achieve their legacy goals.

Kristie joined the wealth planning team at BMO in March 2025. Prior to joining BMO, she worked at a bank-owned trust company for four years where she provided estate, trust and philanthropic planning guidance to clients wanting the services of a professional executor or trustee, and estate and trust administration solutions for acting executors and trustees wanting assistance with those roles.

Brodie Taylor, CPA, CA, CFP® - Director, Tax Planning - Atlantic Region

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Brodie advises high-net-worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team.

Drawing on over a decade of income tax experience in public accounting, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies.

Specializing in taxation matters affecting private Canadian corporations and entrepreneurs, Brodie offers guidance on tax structuring, estate planning, business exit strategies and tax-efficient wealth transfers, creating tailored solutions for a diverse group of clients and their families.

Caitlyn Oxner, CFP®

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Caitlyn specializes in providing holistic financial planning advice to high net worth individuals, business owners and professionals. She is dedicated to helping clients create comprehensive strategies that align with their goals – from tax and estate planning to legacy and philanthropic giving.

Caitlyn’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Caitlyn knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

Danette Pottle, BA(Econ), MBA, PFP - Senior Estate and Insurance Advisor

Danette

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, most recently as a regional Director of Wealth Sales for a one of Canada’s top insurance companies.

Danette completed her BA (Econ) at Memorial University and her MBA at Heriot-Watt University, Edinburgh Business School in Scotland. Danette is from Stephenville, NL and currently resides in Dartmouth, Nova Scotia.

BMO Estate Insurance Advisory Services delivers innovative and customized insurance solutions to clients through our Estate & Insurance Advisors. We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you’ve created. Whether you’re focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with your advisor to help with your estate and insurance needs.

Alyssa Kelly - Private Banker

Alyssa Kelly

Alyssa is a dedicated Private Banker with BMO Wealth Management, bringing 15 years of expertise to her role.
Based in Halifax, where she was born and raised, Alyssa holds a finance degree from Saint Mary’s University with a minor in Human Resources.

She takes pride in providing personalized solutions for day-to-day banking and financing needs by prioritizing clients’ goals and building meaningful relationships - her favorite part of the role! Alyssa strives to make her clients' banking lives convenient and efficient with her problem-solving ability.

Outside of work, Alyssa enjoys being on the go - traveling, concerts, spending quality time with her close-knit family, friends, her partner Brendan and walking their dog, Cooper!

Wanda MacKay, TEP - Senior Trust Officer

Wanda

Wanda MacKay has over two decades of experience working in the financial services industry. Before joining BMO Private Banking in 2012, Wanda gained extensive exposure to the Estate & Trust industry by working for a major industry leader. Wanda’s role as a Senior Trust Officer includes administering estates and trusts within Atlantic Canada. In addition, she works with BMO Financial group clients, in conjunction with their professional legal and tax advisors, to develop customized estate plans. On a personal note, Wanda enjoys reading and swimming. She also works with her family on their farm.

Using a holistic approach, Wanda collaborates with her colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals. Wanda’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Wanda knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

Cole Murphy - Sports and Entertainment Group

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Cole leads business development initiatives for BMO's Sports and Entertainment Group, collaborating with partners across BMO to expand opportunities in the professional athlete and entertainer segments. He plays a key role in developing and delivering financial literacy programs tailored to athletes and integrating insights from league economics to support wealth management strategies.

Cole contributes to strategic initiatives, creating marketing, educational, and sales resources to enhance client engagement. He also supports data and analytics initiatives, strengthening relationships across the enterprise, while acting as a key relationship manager for athletes and sport agency partners.

Originally from Cole Harbour, Nova Scotia, Cole played three seasons in the QMJHL and earned his Business Degree from the University of Waterloo, where he competed with the Varsity Hockey Team.