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Kathryn Patterson

Private Banker

Tel: 709-758-2040
Tel: 709-699-4345

Address
238 Water St.
St. John's, NL
A1C 1A0
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All Publications

Tax Planning
2021 Personal Tax Calendar
COVID-19 Update
Beware of the Parallels Between Today and the Great Depression
May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.
Five Best Practices for Business Owners During Uncertain Times
April 30, 2020: The COVID-19 crisis has created an uncertain time for business owners, regardless of the industry in which they operate. Given these challenging times, the BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively.
Post-Pandemic Economy: Building a Bridge
April 17th: While policymakers, markets, and businesses are all still dealing with the effect and extent of the deep economic downturn, attention is turning to what the economy will look like after the storm. Special report prepared by BMO Capital Markets Economic Research.
Extra-ordinary Measures for Extra-ordinary Times
March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Managing Your Wealth
Managing Finances and Navigating Employment in the Gig Economy
Addressing some of the challenges faced by Gig workers, and provides estate and tax considerations, along with tips to succeed in the Gig economy.
Generation Why!
Take notice of millennials – they’re devoted, educated, and focused to succeed.
Starting Your New Life And Dealing With Money As A Duo
Couples in new relationships often spend hours talking – sharing stories from their childhood, funny anecdotes, as well as their future goals and aspirations. However, until a couple has had an open and honest discussion about money, they don’t completely know each other.
Economic and Market Updates
Global Markets Commentary
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Talking Points
Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Federal Fall Economic Statement
Ottawa’s Fall Economic Statement reveals a brighter federal fiscal picture than the Budget of nine months ago, opening the door for some new policy measures. And, as widely expected, the centrepiece of the update was a major-league ramping up of depreciation allowances on business capital spending. This big-ticket item (which will alone cost almost $5 billion in FY19/20), along with a sprinkling of other measures, will more than absorb the moderate revenue windfall, with the budget deficit now expected to tick up slightly in the next fiscal year (which begins next April). Read On…
Current News / Affairs
2021 Federal Budget: Possible Considerations for Investors
Finance Minister Chrystia Freeland announced recently that she will deliver her first budget from the minority Federal Liberal government in the House of Commons on April 19, 2021. The government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, so this will be the first Federal Budget in more than two years.
Decoding Responsible Investing
At BMO Private Wealth, we believe that supporting our clients with their increasing focus on sustainability is a great demonstration of a truth that underpins our purpose: Boldly Grow the Good in business and life. We have a proud legacy of innovation and collaboration through the integration of environmental, social and governance ("ESG") issues into our investment processes, while ensuring that investment decisions are always made in the best interests of our clients. Supporting these decisions is a belief that incorporating a range of responsible investment techniques can have a meaningful impact on the creation of long-term investor value.
Education and Knowledge
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .