Bill Coxford

Portfolio Manager

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Contact Us

Recent

Estate & Succession Planning

Preparing Your Last Will and Testament

The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.

Economic and Market Updates

Equity and Fixed Income Strategy

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

Investment Strategy: 2022 Market Outlook

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Education and Knowledge

Registered Retirement Income Funds

A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.

Networth Newsletter

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.