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Dwayne Dyson
Austin Louden
Angela Chu

Tel: 250-361-2413
Toll Free: 1 800-999-7780

Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
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Publications

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BMO Nesbitt Burns Gateway®
This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.
Managing Your Wealth
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Generation Why!
Take notice of millennials – they’re devoted, educated, and focused to succeed.
BMO SmartFolio
BMO SmartFolio is an online portfolio management service for investors looking for a convenient, affordable and professional digital investment solution.
Understanding Risk
The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it.
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.
Estate & Succession Planning
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
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
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
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.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Portfolio Management
Strategic commentary and an overview of financial markets.
Investment Strategy: 2019 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
BMO ETF Portfolio Strategy Report
This report highlights our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds. Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six.
Education and Knowledge
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .
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.