Online Access
This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.
Managing Your Wealth
Economic and Market Updates
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Estate & Succession Planning
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
An overview of probate planning and fees.