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Alexa Colenbrander
Jeff Wilson
Hania Amad

Tel: 416-359-5440

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Monthly Featured Articles

Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus
FOCUS: A Weekly Financial Digest
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.
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.
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.
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.
Estate & Succession Planning
Top Ten Reasons for having a Corporate Executor
Choosing an executor is a big decision. Here's one way of taking all the worry out....choose a Corporate Executor for expertise, objectivity, ...and your peace of mind.
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
Other
Financial Planning Questionnaire
BMO Nesbitt Burns Gateway®
This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.