Associate Portfolio Manager, Wealth Advisor, Investment Advisor and Financial Planner
Tel:
519-354-7060
Tel:
519-627-8782
Tel:
519-344-8181
Fax:
519-354-5522
Toll Free:
866-575-0255
BMO Nesbitt Burns
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
Map
BMO Nesbitt Burns
819 St Clair Street
Chatham, Ontario
N7M 5J7
BMO Nesbitt Burns
770 James Street
Wallaceburg, Ontario
N8A 2P5
BMO Nesbitt Burns
429 Exmouth Street
Sarnia, Ontario
N7T 5P1
Publications
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.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Current News / Affairs
2022 Federal Budget Review
Finance Minister Chrystia Freeland presented her second Budget (and first from the re-elected minority Federal Liberal government) in the House of Commons on April 7, 2022.
Economic and Market Updates
IN Tune Podcast
IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets.We explore key emerging themes and trends to help you manage your wealth with confidence.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Tax Planning Strategies
2022 Personal Tax Calendar
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
COVID-19 Update
Beware of the Parallels Between Today and the Great Depression
May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.
