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Jeanette Beaver
Diane Gray
Jeremy Zymerman
Jerome Courtemanche

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55 Wyndham St N, First Floor
Guelph, ON
N1H 7T8
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Publications

Managing Your Wealth
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
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.
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Fee for Advice Solutions
The attached article provides an overview of BMO Nesbitt Burns’ comprehensive selection of fee for advice programs.
Economic and Market Updates
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
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.
Investment Strategy: 2018 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
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.
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.