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Sarah Mason
Wayne Schooley
Marlene West

Tel: 519-886-7649

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
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Publications

Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Estate & Succession Planning
Estate Information Organizer
If something were to happen to you, could your loved ones easily find your important information in an emergency? A well-organized estate is one of the greatest gifts you can give your loved ones should something happen to you. Knowing what to look for and where to find key information is invaluable. The Estate Information Organizer is a wonderful document for any individual at any stage of life. Take the time to complete this file and notify your loved ones of where to find it. This can be saved electronically and updated or you can print a hard copy. Please feel free to share this document with friends and family and let us know if we can be of any further help in providing tips on keeping your documents well-organized.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Focus
FOCUS: A Weekly Financial Digest
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Portfolio Management
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.