Skip Navigation

Contact Us

Trent Danielson, CFP®, CIM®
Keith L. Dyck, CFP®, B.Admin, CIM®
Shannan Daley

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
Map

Other Locations

#1, 5249 Richmond Rd SW
Calgary, AB
T3E 7C4

635 8 Ave SW
Calgary, AB
T2P 3M3

COVID-19 Update
In the Eye of the Coronavirus and Oil Storm
The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Canada’s COVID-19 Economic Response Plan
In a response to the COVID-19 outbreak, on March 18, 2020, the Federal government announced an economic proposal that includes a set of fiscal and tax measures. The aid package includes an estimated $82B to support individual Canadians and businesses, including a deferral of the 2019 individual tax return filing deadline, deferral of certain personal and corporate tax liabilities, and a 25% reduction in required 2020 RRIF minimum payments. Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions.
Tax Planning Strategies
Personal Tax Calendar 2020
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 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Managing Your Wealth
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
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Economic and Market Updates
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Investment Strategy: 2020 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
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.