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Bill Crook

Investment Advisor

Tel: 613-562-6482
Toll Free: 1800-230-9775

Bill Crook
Diane Clarke

Address
BMO Nesbitt Burns
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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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.
In the Eye of the Coronavirus and Oil Storm
March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the 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
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.
Managing Your Wealth
Registered Retirement Income Funds
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Education and Knowledge
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.
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .