Kathlene Evanski
Tel: 613-737-3003
Kathlene Evanski
Stephanie Lomuto
Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map
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. | |
