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Liz Knuude
Suzanne Gould

Tel: 613-967-2250
Toll Free: 1800-647-3998

Address
210 Front Street
Belleville, ON
K8N 2Z2
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Economic and Market Updates
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Managing Your Wealth
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
Why Consolidating Your Accounts Makes Sense
Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 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.
Tax Planning Strategies
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Tax & Estate Planning Consequences of Investing in U.S. Securities
This article is written for Canadian residents investing in U.S. securities. Cross-border taxation and U.S. estate tax are both very complex. Accordingly, investors and potential investors should consult their own independent professional tax advisors, who specialize in these areas.
Strategies to Minimize Capital Gains Tax
This article examines various strategies to reduce the impact of a potential tax hit on realized capital gains as well as other related considerations of the voluntary or involuntary sale of a security or other investment resulting in the realization of a capital gain.
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Education and Knowledge
Canadian Ownership of U.S. Real Property
This article briefly outlines the Canadian and U.S. income and estate tax implications for a Canadian resident (who is not a U.S. citizen or Green Card holder) who purchases U.S. real property as a vacation property, and includes a summary of potential ownership structures when considering a U.S. real property purchase.
Education Planning - For the Children in Your Life
Education planning should be an important component of your overall family wealth management plan.
Common Investment Terms
A useful reference guide to common financial terms.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
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.