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Bruna Kubay, B.A., CFP
Neil Weedon, RRC, CFP
Joanna Long

Toll Free: 1800-267-8331
Tel: 905-570-8810
Tel: 905-692-1300
Tel: 905-304-8393

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

Other Locations

275 James Street North
Hamilton, Ontario
L8P4V2

2170 Rymal Road East
Hamilton, ON
L0R1P0

Publications

Other
Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Tax Planning Involving Family Trusts
Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.
Personal Tax Calendar 2020
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Managing Your Wealth
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Insurance Considerations
Insurance Considerations for Business Owners and Incorporated Professionals
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
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Investment Strategy: 2020 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
BMO Experts Share Their Most Important Investment Lessons
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.