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Charles Funk
Shelley Qually

Tel: 403-331-2031

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BMO Nesbitt Burns
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Education and Knowledge

Education and Knowledge

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 RRSP / TFSA / RESP

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

Registered Retirement Income Funds

A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.

Providing Investors with Full Disclosure Through the Client Relationship Model

This piece outlines what CRM is and how it provides the disclosure necessary to maintain and build trust among investors.

BMO Experts Share Their Most Important Investment Lessons

Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.

The Benefits of Going Paperless with BMO Nesbitt Burns Gateway

This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.

Investment Advice

This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved.