Danielle Robinson

Director, Philanthropic Advisory Services, BMO Private Wealth

As part of an integrated wealth planning team, Danielle is a national consultant who advises affluent Canadians on philanthropy and strategic granting linked to new or existing Donor Advised Funds and Private Foundations. Danielle draws on 25 years of experience within Canada’s charitable sector at regional and national levels to assist individuals and families build a successful and lasting philanthropic legacy. In addition to this work Danielle collaborates with her peers to author thought leadership content on a variety of Specialized Wealth Planning topics for use by BMO Private Wealth financial professionals and their clients.

Kimiko Comeau, CFA

Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management. Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.

Event Details

How philanthropic & succession planning work together