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Brenda Hill
Daniel Ewing

Tel: 905-857-4401

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

BMO Nesbitt Burns
475 Queen Street South
Bolton, ON
L7E 2B5

Publications

Other
Resources for Canadian Seniors
Philanthropy
Trust for Surviving Spouse
Discussing Sensitive Issues about Aging Parents
Probate Fees and Taxes
Tax Tips for Investors
Estate Planning
Wills That Work
Tax Planning Strategies
Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
2017 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
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.
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes.
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
Portfolio Strategy
Strategic commentary and an overview of financial 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
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.