Joanne Coker
Wealth Advisor
Tel: 613-967-2250
Tel: 613-476-9794
Tel: 1800-647-3998
Address
210 Front Street
Belleville, ON
K8N 2Z2
Map
BMO Bank of Montreal
115 Main Street
Picton, ON
K0K 2T0
| 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. | |
| 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. | |
| Managing Your Wealth | |
| Why Consolidating Your Accounts Makes Sense | |
| Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify your life, help manage your money more efficiently and give you access to more comprehensive adivce fro greater financial confidence and security. | |
| Joanne Coker, Wealth Advisor | |
| To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals. | |
| 2019 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. | |
| Education and Knowledge | |
| Understanding Preferred Shares | |
| An overview of preferred shares. | |
