Tel: 250-490-2902

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BMO Nesbitt Burns
195 Main Street
Penticton, BC
V2A 6K1
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BMO Nesbitt Burns
1484 Water Street , 3rd Floor
Kelowna, BC
V1Y 1J5

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Retirement Resources

Retirement Planning

Tax-Free Savings Account (TFSA)

The Tax-Free Savings Account (TFSA) is a savings plan that allows Canadians to invest and earn tax-free returns. Any income (interest, dividends, and capital gains) earned is tax-free.

Caregiving in Canada

When someone becomes a caregiver, they can often be confused and overwhelmed by trying to find services to assist them in caring for their loved one. Many people do not know what services are available or where to begin to find these services. The good news is there are several options to assist you.

Helpful Resources for Canadian Seniors

Canada is rich in information resources and this overview consolidates key references providing easy access to senior information.

Retirement trends

91% of Canadian boomers polled agreed that having enough money for retirement requires a lot of planning and advice.