Our Partners

“My role is to help clients navigate the complex world of wealth planning with confidence. I believe in taking a personalized approach to assist every client by taking the time to understand their unique goals and challenges.

In working together, we can create a comprehensive wealth strategy that is tailored to their specific needs.”

As a member of the BMO High Net Worth Wealth Planning team, Courtney brings together the knowledge and experience of our in-house tax and estate professionals and works with BMO financial professionals and their clients to develop sound wealth management plans. She is dedicated to creating a client-focused wealth planning experience, and with her strong analytical skills and commitment to personalized, proactive service, she builds long-lasting relationships based on trust, transparency, and accountability.

Courtney is a skilled Wealth professional with a background in assurance from a private accounting firm. She joined BMO in April 2022, bringing with her extensive experience in private client services across diverse industries. Courtney is part of the team at BMO that is dedicated to developing and delivering a client-focused wealth planning experience.

Her role involves creating comprehensive wealth strategies for clients by understanding their financial goals and challenges. She is committed to providing personalized, proactive service that helps clients achieve their financial objectives, building long-lasting relationships based on trust, transparency, and accountability.

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.

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.

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.