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Contact Us

Asif Khan
Ahsan Khan
Arnel Ayala

Tel: 905-455--4091

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

Bramalea City Centre BMO Branch
52 Peel Centre Dr.
Brampton, ON
Corner of Dixie & Queen

Heartlake Town Centre BMO Branch
180 Sandalwood Pkwy East
Brampton, ON
L6Z 1Y4

Publications

Our Philosophy
Truths We Follow
Please read our article about the Core Principles we follow and that we expect our clients to follow.
Economic and Market Updates
Aging Bull Underscores Benefit of Active Management
This report highlights benefits of active management within the backdrop of the current markets.
The Roller Coaster Market
We expect more market volatility, but nothing more sinister at this point.
BMO Capital Markets Investment Strategy – 2018 Market Outlook
BMO Capital Markets Investment Strategy – 2018 Market Outlook is a comprehensive report providing in-depth analysis of expectations for Canadian and U.S. markets in the year ahead.
SEI - Cryptocurrency
Enjoy the latest article by SEI which discusses: "Why We Currently Don’t Buy Bitcoin—Or Any Other Cryptocurrency".
Tax Planning Strategies
Death & Taxes - Life's Only Certainties
In this issue, we provide information about recent tax changes that could impact your estate planning, as well as BMO resources to help you implement your estate plan.
Personal Tax Calendar 2018
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 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Education and Knowledge
Digital Security – Keeping Your Personal and Account Information Safe
This article provides a few simple ways clients can protect themselves online, as well as some key reminders for detecting fraud.
An Introduction to Artificial Intelligence
This article looks at how different industries from finance to agriculture are using AI to their advantage.
An Introduction to Bitcoin and Other Virtual Currencies
This information has been updated and describes what cryptocurrency is and how it works.
Federal Budget 2018
Finance Minister, Bill Morneau, tabled the Liberal government’s 2018 federal budget in the House of Commons on February 27, 2018. The federal budget contained a number of significant measures affecting Canadian individuals and private companies.
Networth Newsletter - Winter 2018
Although the winter holidays are over, generosity and gifting are still in the air. A client asks: “Can I protect gifts I give to my children?” Sure, we answer, just ask us how first, in order to gift responsibly.
Talking To Your Kids About Money
This article provides tips and teaching tools that you can incorporate into your family conversations, whether your child (or grandchild) is elementary school aged or will soon be heading away to college or university.
Bitcoin and other Cryptocurrencies
This article is designed to help you speak intelligently about digital currencies, or “cryptocurrencies.”
Protecting Your Investments
This article provides an overview of our regulators, our process for handling client concerns and the protection available to you as a client of BMO Nesbitt Burns.
Financial Considerations Across Life Stages
This article highlights relative investment and insurance options for three major life stages – starting out, the peak earning years, and approaching retirement.
Estate & Succession Planning
Digital Assets and Your Estate Plan
The article, Digital Assets and Your Estate Plan discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Wealth Themes
In this issue, we provide information about recent tax changes that could impact your estate planning, as well as BMO resources to help you implement your estate plan.
Managing Your Wealth
Your Contribution Reminder – for RRSPs, TFSAs, and RESPs
Your Contribution Reminder – for RRSPs, TFSAs, and RESPs. Below are details relating to contribution limits. As always, please do let us know if you would like for us to help with any calculations in determining your contribution limits for any of your registered accounts.
Meeting With Your Financial Advisor As A Couple
Meeting With Your Financial Advisor As A Couple discusses the importance of having both partners attend meetings. Having both partners participate in Advisor meetings ensures you can design a wealth management plan and investment strategy that fully reflects both clients’ goals and investor profiles.
Having Meaningful Money Conversations With Your Partner
Whether in a newly committed relationship, or you’ve been with your partner for many years, Having Meaningful Money Conversations With Your Partner provides suggestions to help couples have more effective discussions around money.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Other
SEI Asset Allocation Annoucement
SEI has updated the strategic asset allocations within a number of Quadrant portfolios. These changes reflect an effort to achieve a more consistent risk profile across all of SEI’s portfolios. When evaluating these changes, it is important to view them in terms of the total portfolio rather than one-for-one or paired asset swaps.
Canadian Ownership of U.S. Real Estate Property
A pubication to help understand the U.S. taxation Canadian residents may face if they own U.S. investments or a vacation property south of the border