Kathlene Evanski

Portfolio Manager & Wealth Advisor

Tel: 613-737-3003

Address

BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

Contact Me

Publications

Business Advisory & Succession Planning

Five Best Practices for Business Owners During Uncertain Times

The BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively.

COVID-19 Update

America’s Post-Pandemic Economic Prospects

June 29, 2020: After dealing with the steepest, deepest, and fastest recession in history, there are clear indications that the U.S. economy has begun the first stages of recovery. In this report, we delve deeper into the prospects for economic recovery in the months and years ahead, including what sectors will lead, and which will be constrained. While there are serious challenges ahead for the economy, there are also important reasons to remain positive on the medium-term outlook.

Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

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.

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

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

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

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

Education and Knowledge

Networth Newsletter

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.