Toll Free: 800-450-7655
Tel: 705-675-8900

Address

BMO Nesbitt Burns
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
Map

BMO Nesbitt Burns
DJ's Primary Office
2017 Long Lake Road
Sudbury, Ontario
P3E 4M8

BMO Nesbitt Burns
Patrick's Primary Office
27 Cedar Street, Suite 301
Sudbury, Ontario
P3E 1A1

BMO Nesbitt Burns
Timmins Office
27 Pine Street South
Timmins, Ontario
P4N 2J9

BMO Nesbitt Burns
Mindemoya Office
6103 Highway 542
Mindemoya, Ontario
P0P 1S0

BMO Nesbitt Burns
Gore Bay Office
68 Meredith Street
Gore Bay, Ontario
P0P 1H0

BMO Nesbitt Burns
Little Current Office
29 Water Street East
Little Current, Ontario
P0P 1K0

BMO Nesbitt Burns
Elliot Lake Office
17 Mary Walk
Elliot Lake, Ontario
P5A 1Z9

Contact Us

Publications

Tax Planning Strategies

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

Having Meaningful Money Conversations With Your Partner

Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,

Estate & Succession Planning

Estate Information Organizer

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

Estate planning for complex family dynamics

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.

Current News / Affairs

2021 Federal Budget Review

On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.

Education and Knowledge

Contribution Reminder for Your RRSP / TFSA / RESP

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

Investing Handbook

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks