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Louise Somerset

Tel: 705-675-8982
Toll Free: 1800-450-7655
Fax: 705-675-8936

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BMO Nesbitt Burns
27 Cedar Street
Suite 301
Sudbury, ON
P3E 1A1
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COVID-19 Update
COVID-19 Podcast
Back to School and COVID: On August 11, BMO hosted a discussion with Dr. John Whyte, Chief Medical Officer, WebMD, and Mike Stritch, Chief Investment Officer, BMO Wealth Management. Dr. Whyte provided his unique perspective on school reopening considerations in light of COVID.
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.
Unprecedented
March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Extra-ordinary Measures for Extra-ordinary Times
March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Tax Planning Strategies
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.
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Managing Your Wealth
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.
Estate & Succession Planning
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Economic and Market Updates
Focus
Focus is a weekly financial digest.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Education and Knowledge
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.