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John Berryman
Kathy O'Brien
Linda Molloy

Tel: 613-567-6253
Toll Free: 1800-267-1276

Address
269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9
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Tax Planning Strategies
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.
Canadian Snowbirds and U.S. Income Tax
Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.
Strategies to Minimize Capital Gains Tax
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.
Financial Planning Year-End Checklist
As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019.
How Investment Income is Taxed
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.
Federal Budget Review 2019
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Managing Your Wealth
Banking on Both Sides of the Border
This article provides an overview of BMO Bank of Montreal’s cross-border banking products and services, which are available through BMO’s U.S. affiliate, BMO Harris Bank.
Managed Portfolio Account Overview
Experience the benefits of a BMO Nesbitt Burns Portfolio Manager.
Take the Guesswork Out of Interest Rates
By employing a laddered bond strategy, investors can help balance the risk between rising interest rates (interest rate risk) and falling interest rates (reinvestment risk) within their investment portfolio.
BluePrint Program
The BMO Nesbitt Burns Blueprint Program provides you with access to the Best of BMO investment thinking so you can be confident that your investments are being managed by an experienced team of professionals.
Discretionary Portfolio Management
As a Portfolio Manager, John Berryman has the required experience, educational background and licensing to offer clients the simplicity and convenience of discretionary portfolio management.
Meridian Program
If you are an investor who enjoys actively participating in the day-to-day decisions involving your investments, conducting investment research and staying abreast of current corporate and investment news, taking a non-discretionary approach may be for you. The BMO Nesbitt Burns Meridian Program® allows you to maintain control, by providing a truly collaborative approach to investing.
2019 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.
Estate & Succession Planning
Digital Assets and Your Estate Plan
Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.
Preparing Your Last Will and Testament
An excellent piece to review for your 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.
The Volatility Strikes Back
Given the market volatility, the BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on these events. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
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.
Education and Knowledge
Digital Security - Keeping your personal and account information safe.
This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.
Understanding Exchange-Traded Funds
Delivering tax-efficiency, equity-like attributes and access to virtually all sectors of the market, exchange-traded funds (ETFs) have grown significantly in popularity over the past 10 years. The appealing qualities of ETFs allow investors to build high-calibre portfolios, often with lower costs and better transparency than other investments such as mutual funds.
Reviewing Common Investment Terms
A useful reference guide to common financial terms.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks