Senior Private Banker
BMO Private Wealth
238 Water St.
St. John's, NL
Nicklas Coleman, B.Comm, CFP®, CIM®, FCSI
Director and Senior Investment Counsellor
Nick brings 15 years of experience managing investment portfolios for individuals and corporations to the BMO Private Banking team. With his broad-based industry knowledge, understanding of client needs, and direct involvement with the investment management process, he plays a key role in client relations.
Nick has also led the New Brunswick, P.E.I and Newfoundland & Labrador Private Banking teams in his role as Vice President and Market manager.
Director, Wealth Planning
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.
Danette Pottle, BA(econ), MBA, PFP
Estate and Insurance Advisor