Our Partners

As a Certified Financial Planner®, Caitlyn comes to the BMO Private Wealth Planning Team with over 12 years of experience providing in-depth, holistic planning advice to high-net-worth individuals, business owners, and professionals. She is dedicated to helping clients create comprehensive strategies that align their wealth with their goals — from tax and estate planning to legacy and philanthropic giving.

Caitlyn takes pride in guiding clients through complex financial decisions with clarity and confidence. Her approach combines technical expertise with a deep understanding of each client’s personal values and aspirations.

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.

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.

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.