Kathryn Carver, CFA

Portfolio Manager, Associate Investment Advisor at BMO Nesbitt Burns
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Skills

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Brent Pearce

Kathryn is a conscientious self-starter blessed with very strong written and verbal communication skills. She quickly understands a business/communications problem and develops a uniquely creative and effective approach to solving it. She always approached her assignments with a quiet enthusiasm and the final product she submitted was a reflection of a person who is committed to excellence. While Kathryn is capable of being a key team player on whom group members could always rely, she is equally at ease working alone . I have no doubt at all that she will succeed at whatever endeavours she might undertake strongly recommend her to you without reservation Brent Pearce.

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Credentials

  • CFA
    CFA Institute
    Aug, 2016
    - Sep, 2024
  • Wealth Management Essentials
    Canadian Securities Institute (CSI)
    Jan, 2013
    - Sep, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Jan, 2012
    - Sep, 2024
  • Conduct and Practices Handbook Course
    Canadian Securities Institute (CSI)
    Jan, 2012
    - Sep, 2024

Experience

  • BMO Nesbitt Burns
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Portfolio Manager, Associate Investment Advisor
      • Sep 2020 - Present

      - Compile portfolio analysis reviews for prospective clients.- Assist with existing clients’ account management and portfolio management review, developing and implementing advanced wealth management strategies. - Working within my team to discuss and implement the portfolio planning for our clients.- Collaborative work with some of the top subject-matter experts in the country on business succession, insurance, tax and estate planning.

    • Associate Portfolio Manager, Associate Investment Advisor
      • Sep 2018 - Sep 2020

      - Compile portfolio analysis reviews for prospective clients.- Assist with existing clients’ account management and portfolio management review.- Working within my team to discuss and implement the portfolio planning for our clients.- Working with clients to complete a full financial plan.

    • Associate Investment Advisor
      • Nov 2013 - Sep 2018

      - Compile portfolio analysis reviews for prospective clients.- Assist with existing clients’ account management and portfolio management review.- Working within my team to discuss and implement the portfolio planning for our clients.- Working with clients to complete a full financial plan.

  • ScotiaMcLeod
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Business Development Associate
      • Jun 2012 - Nov 2013

      - Assist on the development and management of an Apprentice Wealth Advisor program; interact with advisors ensuring all information is disseminated to the appropriate people. - Update the team website with new material, written and creative pieces. - Produce marketing and sponsorship development materials to grow the team's brand awareness in various financial markets. - Responsible for scheduling and running client events as well as follow-up after the event, including booking venues, liaising with clients to send all pertinent event information - Create and maintain client information in the client management system, ensuring a consistent schedule for calling and meeting with clients. - Prepare consolidated research and analysis for clients on various companies and market information, ensuring excellent client service is obtained. - Drive expense savings initiatives through tracking of the marketing budget. - Prepare and edit marketing materials as well as client and prospect materials for meetings. - Opening and executing the transfer of new accounts to ensure successful transfer of information.

    • Marketing Coordinator
      • Apr 2011 - Jun 2012

      - Write and compile client newsletter.- Create and maintain client information in the client management system, ensuring a consistent schedule for calling and meeting with clients. - Prepare consolidated research and analysis for clients on various companies. - Communicate with clients ensuring they have the most up-to-date market information.- Drive expense savings initiatives through tracking of the marketing budget. - Responsible for scheduling and running client events as well as follow-up after the event. - Update the investment team’s website, including development of written and creative pieces.- Manage and monitor the co-op student.

  • JOLT Marketing
    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • Project Coordinator
      • Apr 2011 - Jul 2011

      - Responsible for the project management of marketing collateral creation and delivery to the clients’ satisfaction within delivery timelines. - Work closely with a variety of clients and be responsive to the various needs/services level demands that best suite/serve the client and JOLT Marketing.- Worked closely with other team members including, but not limited to, the design team, copywriters, and any technical team members to ensure projects were successfully executed and completed on deadline.

  • The Sharp Group
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Advertising Client Services
      • May 2008 - Oct 2008

      - Responsible for booking media and budget tracking.- Maintain relationships with clients' partners, and ensuring properexecution of promotional campaign.- Assisting with campaign material development and distribution. - Identify future marketing opportunities for clients. - Responsible for booking media and budget tracking.- Maintain relationships with clients' partners, and ensuring properexecution of promotional campaign.- Assisting with campaign material development and distribution. - Identify future marketing opportunities for clients.

  • Lester B. Pearson School Board
    • Canada
    • Primary and Secondary Education
    • 700 & Above Employee
    • Marketing Coordinator
      • Apr 2008 - May 2008

      - Created promotional material to be used throughout high schools within the Lester B. Pearson School Board.- Created promotional handouts for guided orientation tours of the facilities. - Created promotional material to be used throughout high schools within the Lester B. Pearson School Board.- Created promotional handouts for guided orientation tours of the facilities.

  • K Rock 105.5 FM, Newcap Radio
    • Marketing Assistant
      • May 2007 - Sep 2007

      - Coordinated weekly, live interviews for non-profit organizations.- Assisted the promotions team with station promotions.- Scheduled and organized the locations of the radio cruisers throughout the summer.- Communicated with clients, listeners and visitors.- Provided daily on-air reports from various locations. - Coordinated weekly, live interviews for non-profit organizations.- Assisted the promotions team with station promotions.- Scheduled and organized the locations of the radio cruisers throughout the summer.- Communicated with clients, listeners and visitors.- Provided daily on-air reports from various locations.

Education

  • Concordia University
    Marketing, Commerce
    2004 - 2008

Community

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