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Chris Clayton
Barb Hickey

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67 Brock Street
Kingston, ON
K7L 1R8
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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.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Tax & Estate Planning Consequences of Investing in U.S. Securities
This article is written for Canadian residents investing in U.S. securities. Cross-border taxation and U.S. estate tax are both very complex. Accordingly, investors and potential investors should consult their own independent professional tax advisors, who specialize in these areas.
Strategies to Minimize Capital Gains Tax
This article examines various strategies to reduce the impact of a potential tax hit on realized capital gains as well as other related considerations of the voluntary or involuntary sale of a security or other investment resulting in the realization of a capital gain.
How Investment Income is Taxed
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.
Eligible Dividends
This 3-page summary explains the tax consequences and rules affecting dividends. Even tax-conscious investors may not appreciate how the changes to the taxation of eligible dividends may impact their after-tax returns.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
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 life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.
Strategies for Your Retirement Savings Plan
Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.
Jeffery & Clayton Investment Group Profile
Find out more about our investment approach and services we offer clients.
Enhancing Retirement Planning with ETFs
A BMO Wealth Institute special report.
Education Planning - For the Children in Your Life
Education planning should be an important component of your overall family wealth management plan.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 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.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
The "Made in China" Correction: Market volatility has increased of late as concerns around Chinese economic growth and the associated downdraft in commodity prices have taken hold. The BMO Nesbitt Burns Portfolio, Action and Research Team provides some longer term perspective in their latest Portfolio Strategy.
Education and Knowledge
Common Investment Terms
A useful reference guide to common financial terms.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
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.