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Contact Us

David Hare
Patrick Brouzes
Mary Morrier
Karen Garrett

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

Address
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
Map

Other Locations

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

Patrick's Primary Office
79 Durham Street
Sudbury, Ontario
P3E 3M5

Timmins Office
27 Pine Street South
Timmins, Ontario
P4N 2J9

Mindemoya Office
6103 Highway 542
Mindemoya, Ontario
P0P 1S0

Gore Bay Office
68 Meredith Street
Gore Bay, Ontario
P0P 1H0

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

Elliot Lake Office
17 Mary Walk
Elliot Lake, Ontario
P5A 1Z9

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
Meeting With Your Financial Advisor As A Couple
According to a BMO Financial Group study,1 87 per cent of married persons or those in a serious relationship reported having a discussion with their partner about retirement; however, just 25 per cent of these engaged in a detailed discussion about retirement, and fewer than half covered key topics about what their ideal retirement will look like and how they’ll achieve their retirement goals.
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.
Education and Knowledge
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.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
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.