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Patrick Taylor
Kathryn Carver
Debbie Fernandes

Tel: 416-359-5432

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Kathryn Carver

Associate Portfolio Manager, Associate Investment Advisor, CFA

Tel: (416) 359-5684

Fax (416) 359-4274


Kathryn is an Associate Portfolio Manager and Associate Investment Advisor and has been working in the financial services industry since 2011. Kathryn is a Chartered Finacial Analyst (CFA) Charterholder and a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.

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 the primary contact in our client reporting service model and is 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.