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Troy Lalonde
Martin Gauthier
Francois Marceau
Cindy Charlebois
Dan Mano
Al Merizzi
John Cleary

Tel: 613-938-5646
Tel: 1-800-526-0473

Address
55 Water Street West
Suite 100
Cornwall, ON
K6J 1A1
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COVID-19 Update
COVID-19 Podcast
May 8, 2020: Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss why we should beware of drawing parallels between today and the Great Depression.
In the Eye of the Coronavirus and Oil Storm
March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Unprecedented
March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
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.
Canada’s COVID-19 Economic Response Plan
April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions.
Tax Planning Strategies
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Programme de dons de bienfaisance de BMO
Créer un héritage durable au moyen de la solution philanthropique personnalisée de BMO.
Liste de contrôle pour la planification financière de fin d’année
La fin de l’année approche à grands pas. Il peut donc être opportun de réfléchir aux possibilités de placement et de passer en revue votre stratégie de planification de fin d’année et les astuces qui peuvent vous aider à réduire votre impôt pour 2018 et à préparer une année 2019 fructueuse.
Les retraités migrateurs canadiens et l’impôt américain
Pour passer ses hivers aux États-Unis, il ne suffit pas d’avoir son passeport en main et de faire ses valises. Les retraités migrateurs (résidents du Canada qui passent une partie de l’année aux États-Unis) doivent savoir qu’il leur faudra peut-être payer de l’impôt sur le revenu aux États-Unis au même titre qu’un résident permanent de ce pays.
Des stratégies pour minimiser l’impôt sur les gains en capital
Vers la fin de l’année, bien des investisseurs examinent leur portefeuille de placements pour déterminer l’impact fiscal des gains et pertes en capital réalisés durant l’année.
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Digital Security - Keeping your personal and account information safe
This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.
Marceau, Lalonde, Gauthier Wealth Advisory
Learn more about our team's background and client services.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Estate & Succession Planning
Digital Assets and Your Estate Plan
Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.
Estate Information Organizer
An essential Estate organizer.
Executor's Task List
If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.
Probate Planning
An overview of probate planning and fees.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus
Focus is a weekly financial digest.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Education and Knowledge
Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP
These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each.
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.