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Bill Shepherd
Jeff Waite
Karen Theobald

Tel: 705-740-0368
Toll Free: 1800-787-4014

Address

311 George Street N
Peterborough, ON
K9J 3H3
Map

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.
Strategies to Minimize Capital Gains Tax
This article examines various strategies to reduce the impact of a potential tax hit on realized capital gains as well as other related considerations of the voluntary or involuntary sale of a security or other investment resulting in the realization of a capital gain.
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Managing Your Wealth
Managed Portfolio Accounts
Bill has his Portfolio Manager designation. This profile piece gives an overview of his expanded service and capabilities.
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
Why Consolidating Your Accounts Makes Sense
Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.
Education Planning - For the Children in Your Life
Education planning should be an important component of your overall family wealth management plan.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Portfolio Strategy
The "Made in China" Correction: Market volatility has increased of late as concerns around Chinese economic growth and the associated downdraft in commodity prices have taken hold. The BMO Nesbitt Burns Portfolio, Action and Research Team provides some longer term perspective in their latest Portfolio Strategy.
Education and Knowledge
Common Investment Terms
A useful reference guild to common financial terms.
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.