Michael Kuzmaski CFP

Tel: 705-789-6410

Address

BMO Nesbitt Burns
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
Map

BMO Nesbitt Burns
91 King William St
Huntsville, ON
P1H1E5

BMO Nesbitt Burns
500 Hwy 118 W
Bracebridge, ON
P1L1T4

Contact Me

Markets and Planning

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

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Economic and Market Updates

Focus

Focus is a weekly financial digest.