Fax: 416-590-7601
Toll Free: 1 800-567-2626
Tel: 416-590-7620

Address

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

Contact Us

Market Commentary 2020

February 2020
Couples commonly hold property as Joint Tenants with Right of Survivorship (“JTWROS”). In certain circumstances, there are several benefits to this ownership structure. However, JTWROS ownership for couples may not always be appropriate if one of the spouses wishes to benefit children of a previous relationship, other family members, friends, charities or other beneficiaries. The attached article shows the pros and cons of owning property JTWROS.
January 2020
Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren,by involving them and other family members in your giving strategy and family legacy.