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  • Home
  • What We Do
  • Meet Our Team
  • Our Clients
  • Learn More
    • Managed Portfolio Account
    • Meridian Portfolio Account
    • Estate Planning
    • Planning for your Future
    • 360 Degree Wealth Solutions
  • Publications
  • Contact Us
 BMO Nesbitt Burns logo
  • Home
  • What We Do
  • Meet Our Team
  • Our Clients
  • Learn More
    • Managed Portfolio Account
    • Meridian Portfolio Account
    • Estate Planning
    • Planning for your Future
    • 360 Degree Wealth Solutions
  • Publications
  • Contact Us
  • Client Login

Estate Planning

Estate Planning

 

The following articles provide information on Estate preservation planning:

 

A Guide to Granting Powers of Attorney
 
The Why and When of Wills
 
Probate Fees and Taxes
 
Joint Ownership of Property: Pros & Cons
 
Your Plan for the Family Vacation Property
 
US Estate Tax for Canadians
 
Is It Wise to Make Gifts to Adult Children?
 
A Case Study on Trusts for a Surviving Spouse
 
Trusts for Protection and Tax Savings
 
Caretaker and Incentive Trusts for Adult Children
 
Trust Planning for the Disabled
 
 

Email: shane.macnaughton@nbpcd.com
1171-2103-11th Ave. Regina, Saskatchewan S4P 3Z8

Shane MacNaughton
Investment Advisor, Portfolio Manager
shane.macnaughton@nbpcd.com
Phone: 306-780-9736
Mark MacNaughton
Senior Investment Advisor, Portfolio Manager
mark.macnaughton@nbpcd.com
Phone: 306-780-9700
Glenda Winter
Associate
Glenda.winter@nbpcd.com
Phone: 306-780-9729
Daria Zapisotska
Administrative Assistant
daria.zapisotska@bmo.com
Phone: 306-780-9727

logo

Shane MacNaughton

Investment Advisor, Portfolio Manager

Phone 306-780-9736

Email icon Linkedin icon Facebook icon Twitter icon

 

Mark MacNaughton

Senior Investment Advisor, Portfolio Manager

Phone 306-780-9700

Email icon Linkedin icon Facebook icon Twitter icon

 

Glenda Winter

Associate

Phone 306-780-9729

Email icon Linkedin icon Facebook icon Twitter icon

 

Daria Zapisotska

Administrative Assistant

Phone 306-780-9727

Email icon Linkedin icon Facebook icon Twitter icon

 

 

 

 

 

 

 

Branch Address

1171-2103-11th Ave., Regina, Saskatchewan, S4P 3Z8

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