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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
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COVID-19 Update
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.
Next chapter of this market volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
Portfolio construction during these challenging times
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss portfolio construction during these challenging times.
COVID-19 Podcast
July 17, 2020: Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada’s finances post the COVID-19 pandemic. During this podcast, Lesley Marks and Doug Porter will discuss the potential implications of the record deficit for Canadians. We are pleased to share these insights with our valued clients.
Perspectives on Investing & the Covid-19 Impact
April 6, 2020: The impact of the COVID-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times.
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
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.
Canadian Snowbirds and U.S. Income Tax
Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.
Financial Planning Year-End Checklist
As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019.
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
Education Planning - For the Children in Your Life
Education planning should be an important component of your overall family wealth management plan.
Managed Portfolio Accounts
Bill has his Portfolio Manager designation. This profile piece gives an overview of his expanded service and capabilities.
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.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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.