Janice Sumler

Investment Advisor

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Publications

Tax Planning

2021 Tax Documents Overview and Schedule

We appreciate that tax season is an important time of year for investors. Depending on your investment holdings and account activity, you could receive a variety of tax slips that you’ll need to prepare your annual tax return. To help simplify your tax preparation efforts we are providing a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates.

Business Advisory & Succession Planning

Five Best Practices for Business Owners During Uncertain Times

The BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively.

Estate & Succession Planning

“Stress Testing” Your Estate Plan in a Time of Crisis

April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals.

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

Focus

Focus is a weekly financial digest.

Current News / Affairs

2022 Federal Budget Review

Federal Budget 2022 - Impact on Charities