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Kathryn Carver

Address

1 First Canadian Place
38th Floor
Toronto, ON M5X 1H3

Languages

    English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.