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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
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Other Locations

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

635 8 Ave SW
Calgary, AB
T2P 3M3

COVID-19 Update
Monetary and Fiscal Stimulus: The Twin-Barreled Response to COVID-19
April 9, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the most recent measures taken by monetary and fiscal authorities during this global pandemic.
COVID-19 Podcast
June 15, 2020: To provide you with perspectives on how COVID-19 is impacting the real estate markets, we are pleased to share this podcast. Robert Kavcic, Senior Economist, BMO Capital Markets will comment on primary, secondary and commercial real estate, the decline in prices and the outlook for mortgage rates.
In the Eye of the Coronavirus and Oil Storm
March 12, 2020: 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.
Extra-ordinary Measures for Extra-ordinary Times
March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Canada’s COVID-19 Economic Response Plan
April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.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.
Education and Knowledge
Networth Newsletter
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
Impact of Sequence of Returns on Your Retirement Portfolio
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
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.
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.
Estate & Succession Planning
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
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.
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.
Wealth Planning Facts & Figures
This is a helpful resource summarizing 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.
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.
New Tax Rules May Affect Your Estate Plan
New tax legislation which originated from the 2014 Federal Budget will take effect on January 1, 2016. These changes will have significant implications for existing and future testamentary, spousal, alter-ego and joint-partner trusts, as well as affecting testamentary charitable gifts. This article provides a brief summary of the upcoming changes.