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Andrew Galbraith
Sundas Shah
Darren Knott

Tel: 905-685-6277

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
Map

Investment Management

Our philosophy is to focus on quality investments, follow a defined and repeatable process, and maintain investment discipline over long periods of time.

We partner with you in choosing your investments to provide you with the right amount of advice and control over your portfolio.

Whether you’re an individual investor seeking to choose from a variety of investment options or a company interested in helping employees achieve their financial goals, we offer a wide range of solutions and services that are right for you.

 
RRSP - Maximize your tax deferred savings

Try the BMO Retirement Savings Calculator You can adjust key variables such retirement age, monthly contribution and desired income to see how making a few adjustments can impact your retirement goal





RRIF - Tax efficient strategies in retirement

A Registered Retirement Income Fund allows you to continue to earn tax-deferred income while providing you with the flexibility to increase your withdrawal at any time.

TFSA - Tax-Free Savings Account

A complimentary and excellent savings tool for all Canadians. We like to call them tax free investment accounts because they are permitted to hold various investments similar to an RRSP - but with fewer tax consequences.


 
RSDP - Registered Disability Savings Plan

A savings plan to designed to help the long-term financial security of a child or family member with disabilities who are eligible for the Disability Tax Credit.

The added benefit is receipt of the Canada Disability Savings Grant (CDSG) and the Canada Disability Savings Bond (CDSB). For example, a contribution of $1,500 may earn matching grants of up to $3,500 in an RDSP from the federal government, depending on family income and subject to annual limits.
 



To receive a monthly BMO Nesbitt Burns portfolio strategy report email us here.