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Kathryn Patterson

Private Banker

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

Kathryn Patterson
Wendy Martin

Address
238 Water St.
St. John's, NL
A1C 1A0
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Tax Planning
2021 Personal Tax Calendar
COVID-19 Update
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.
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.
Days of Wine and Roses … and Prenups
For recently engaged couples the future looks promising, filled with wedded bliss and happily-ever-after. However, in love and marriage, the law giveth and the law taketh away. This article discusses how a prenuptial agreement (also referred to as a marriage contract) can help protect your assets from being “taken” in the event of a divorce.
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
Talking Points
Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.
Monthly Market Commentary - Lesley Marks
The monthly Global Markets Commentary, prepared by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the 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
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
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .