Tel: 403-331-2031

Address

BMO Nesbitt Burns
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
Map

Contact Us

Managing Your Wealth

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Wealth Planning Facts & Figures

This is a helpful resource summarizing 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.

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.

Having Meaningful Money Conversations With Your Partner

Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,

Are All Fees Created Equally?

With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.