BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Kathryn is a Portfolio Manager and Associate Investment Advisor and has been working in the financial services industry since 2011. Kathryn is a Chartered Financial Analyst (CFA) Charterholder and a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc. Kathryn is also a Registered Representative with Nesbitt Burns Securities Limited, which provides the ability to work with US residents.
Kathryn works closely with Patrick to develop and monitor client financial plans as well as managing client’s portfolios and investment management solutions. She is also responsible for coordinating with our clients’ other professional advisors.
Originally from Prince Edward Island, Kathryn loves going home in the summer to enjoy the beaches and the seafood. When not at work, Kathryn enjoys to travel, staying active and spending time with her friends and family.