Webinars

Latest Event: 

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

Stephen Kunn & 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, Click here.

Past Events:

 

Understanding Retirement Income (originally recorded in September 2021)

Join Stephen Kunn, Portfolio Manager and Nathan Johnson, Associate Portfolio Manageras 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. 

 Stephen Kunn

 Nathan Johnson

Part three: Non-Registered Accounts and TFSA's

 

Part two: Making the Most of Pension Income

 

Part one: RRSP's and RRIF's

 

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

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

Stephen Kunn & 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. 

 

Click here to view the webinar

 

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

 

Market Update (originally recorded on November 12, 2020)

Stephen Kunn & 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. 

 

Click here to view the webinar

 

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

 

Estate Considerations Webinar (originally recorded on October 21 2020)

Stephen Kunn & 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.

 

Click here to view the webinar

 

If you want to discuss your estate plans; have specific questions about the content on the webinar or want a copy of the Estate OrganizerClick here.