Skip Navigation

Kathlene Evanski

Tel: 613-737-3003

Kathlene Evanski
Stephanie Lomuto

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

Contact Me

Publications

Tax Planning Strategies
Federal Budget Review 2019
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.