Latest Event:

Understanding Critical Illness Insurance and Disability Insurance (originally recorded in May 2022)

Stephen Kunn & Sarah King

headshot of Sarah King

Join Stephen Kunn, Portfolio Manager with BMO Nesbitt Burns and Sarah King, Estate and Insurance Specialist, as they discuss and review the nuances of Disability Insurance and Critical Illness insurance and when they may be required.

If you want to discuss your insurance; have specific questions about the content on the webinar or want a copy of the presentation, email us here.

Past Events:

Understanding Retirement Income (originally recorded in September 2021)

headshot of Stephen KunnStephen Kunn

headshot of Nathan JohnsonNathan Johnson

Join Stephen Kunn, Portfolio Manager and Nathan Johnson, Associate Portfolio Manager, as they discuss and review various types of Retirement Income. There will be three comprehensive segments in this series discussing the various forms of income retirees may potentially have access to.

Part One: RRSP's and RRIF's

Part Two: Making the Most of Pension Income

Part Three: Non-Registered Accounts and TFSA's

If you want to discuss any of the topics reviewed in this webinar or have specific questions please email us here.

Insurance as an Asset Class (originally recorded on March 18, 2021)

Stephen Kunn & Sarah King

headshot of Sarah King

Join Stephen Kunn, Portfolio Manager with BMO Nesbitt Burns and Sarah King, Estate and Insurance Specialist, as they discuss and review various types of life insurance and when they may be required.

If you want to discuss your insurance; have specific questions about the content on the webinar or want a copy of the presentation, email us here.

Market Update (originally recorded on November 12, 2020)

Stephen Kunn & Stephane Rochon

headshot of Stephane Rochon

Join Stephen Kunn, Portfolio Manager with BMO Nesbitt Burns and Stephane Rochon, Head of Private Client Strategy, as they discuss and provide an update on the markets.

If you want to discuss your investments; have specific questions about the content on the webinar or want a copy of the presentation, email us here.

Estate Considerations Webinar (originally recorded on October 21 2020)

Stephen Kunn & Shawna Albornoz

headshot of Shawna Albornoz

Creating an estate plan involves more than just writing a Will; there are many other related aspects that need to be considered to ensure your wishes will be honored. Listen to Stephen and his guest Shawna Albornoz, Vice President, Trust Services, BMO Trust Company, discuss what you need to consider when preparing a Will, Enduring Power of Attorney, and Personal Directive.

If you want to discuss your estate plans; have specific questions about the content on the webinar or want a copy of the presentation, email us here.