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

Wealth Planning

Full-circle, integrated wealth services

Understanding what money means to you enables me to design the best strategy and helps us to build a solid, long-term connection.
 
Based on my understanding of you and your needs, I will create an in-depth Wealth Plan that is:
  • Flexible in design,
  • Realistic in its expectations, and
  • Specifically tailored to reflect your needs, visions and financial well-being.
 
Many financial issues affect us all: saving for retirement income, minimizing taxes, setting aside funds for a major purchase or financing a child's education. I will help you navigate through a vast array of options, providing you with the most relevant information and empowering you to make informed decisions.
 
Working with a passionate, experienced team of specialists at BMO Private Wealth, I can provide an integrated, complete suite of wealth management services and solutions for you and your family that can include:
  • Trust and estate planning
  • Insurance solutions
  • Retirement planning
  • Private Banking
  • Tax planning
  • Business and Commercial Banking
  • Business succession planning
  • Philanthropic strategies
  • Accountancy consultation
  • Legal planning
  • Multigeneraional planning
 
Working very collaboratively, we will focus on all areas of a comprehensive wealth plan to carefully direct what will happen to your assets when you’re gone or can’t make your own decisions.
 
 
Shari-compliant portfolios 
 
My team and I have the knowledge and ability to structure a Sharia-compliant, or halal, portfolio. Familiar with the rules that govern the way Muslims can invest, I can build a meaningful portfolio that honours your values, religious beliefs and growth objectives. I use a portfolio manager for the Sharia compliant strategy.
 
We will:
  • Structure your portfolio strictly around Sharia compliance rules:
    • Invest only in environmentally and socially responsible companies with good governance.
    • Avoid companies involved with alcohol, tobacco, financials, adult entertainment, gambling, pork products, interest-bearing businesses, weaponry, advertising and media (newspapers are allowed, sub-industries are analyzed individually), entertainment industries, and companies that trade gold and silver as cash on a deferred basis.
    • Constrain your portfolio to companies that adhere to strict financial leverage criteria, avoiding highly leveraged businesses such as derivatives and swaps.
    • Keep your interest-bearing securities separate from your equity securities so you can easily gift the interest for philanthropic purposes.
  • Ensure your portfolio is screened by Islamic scholars.