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Jeremy Hall

Portfolio Manager, Investment Advisor

Tel: 705-328-2133
Toll Free: 1800-787-4014
Fax: 705-328-1313

Jeremy Hall
Ashley Moynes

Address
311 George Street N
P.O. BOX 95
Peterborough, ON
K9J 6Y5
Map

Other Locations

BMO Bank of Montreal
16 William Street South
Lindsay, ON
K9V 4S3

Contact Me

Managing Your Wealth

Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
2017 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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.
Estate & Succession Planning
The Why and When of Wills
An estate planning overview.
Tax Planning Strategies
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.
Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Marginal Tax Rates
This table shows 2016 combined federal and provincial (or territorial) marginal tax rates – the percentage of tax paid on the last dollar of income, or on additional income.
Personal Tax Calendar 2017
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2017 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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.
Tax Planning Involving Family Trusts
Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.
Education and Knowledge
Joint Ownership of Property: Pros & Cons
A quick reference guide explaining the pros and cons of joint ownership of property.
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.