Carlos Casanova
Wealth Advisor
Fax: 905-897-5229
Tel: 905-828-0895
Toll Free: 800-387-9314
Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map
2825 Eglinton Avenue West
Mississauga, Ontario
L5M 6J3
Publications
| 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 | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| 2019 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. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Monthly Market Commentary | |
| The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets. | |
| Education and Knowledge | |
| Registered Retirement Income Funds | |
| Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make. Click to read on about how you can benefit from an RRSP. | |
| Periodic Table of Asset Class Returns | |
| As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more. | |
| 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. | |
