Tel: 905-727-5040

Address

BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
Map

Contact Us

Helpful Links

Online Banking & Account Access
For more information, please visit About Gateway web page, or Contact Us with any inquiries regarding your online access
Canada Revenue Agency (CRA) - My Account
Access Canada Revenue Agency web site for personalized and business tax information. Check on your refund, or find out your TFSA and RRSP limits. Follow links to get tax information relating to operating a business.
Temporary Power of Attorney for Care and Property
Please visit the Ministry of the Attorney General of Ontario website for information on Powers of Attorney and a guideline in appointing one.

You can create a power of attorney yourself, using the below free Power of Attorney kits provided by the Ontario government listed below. To use the kits, read through the documents carefully and follow the instructions.

Power of Attorney for Property
 
Always store legal documents in a safe place. Make sure that your attorney, your bank and anyone else who needs to know about these documents has a copy or knows where to get one. The government does not keep a registry of powers of attorney.
Power of Attorney for Care Planning Booklet
This Advance Care Planning Workbook contains tips for having conversations with others about your wishes for care at the end of life. It also includes information about making a plan and understanding medical procedures, as well as a sample plan. You can use the workbook to help get the conversation started with a friend or family member or to express your wishes about future care.
Estate Organizer
The BMO Nesbitt Burns Estate Information Organizer will 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 the other information needed to administer your estate or act as your Power of Attorney for Property. Within the Organizer, you can specify where documents or accounts are located, identify appropriate contacts and provide access details for your online accounts. The Estate Information Organizer can be invaluable to your executor, helping to ensure that nothing is overlooked.
Executor Task List
Executors are responsible for a variety of tasks ranging from funeral arrangements to filing income tax returns with the Canada Revenue Agency (CRA), to the final distribution of estate assets. If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.
Budget Template
This BMO Nesbitt Burns Lifestyle Expenditure Worksheet will assist in identifying the major areas of family expenditures and help with the debt management.