Kathryn Carver,
CFA

My Background

Kathryn is a Portfolio Manager and Associate Investment Advisor. Kathryn has been working in the financial services industry since 2011 and holds a Bachelor of Commerce degree from the John Molson School of Business at Concordia.

Kathryn is a CFA Charterholder and a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.

Kathryn is able to trade in all equity and fixed income securities, and works with clients to develop and implement advanced wealth management strategies. Such planning often extends well-beyond traditional investment advice, and includes collaborative work with some of the top subject-matter experts in the country on business succession, insurance, tax and estate planning.