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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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COVID-19 Update
America’s Post-Pandemic Economic Prospects
June 29, 2020: After dealing with the steepest, deepest, and fastest recession in history, there are clear indications that the U.S. economy has begun the first stages of recovery. In this report, we delve deeper into the prospects for economic recovery in the months and years ahead, including what sectors will lead, and which will be constrained. While there are serious challenges ahead for the economy, there are also important reasons to remain positive on the medium-term outlook.
COVID-19 Podcast
July 17, 2020: Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada’s finances post the COVID-19 pandemic. During this podcast, Lesley Marks and Doug Porter will discuss the potential implications of the record deficit for Canadians. We are pleased to share these insights with our valued clients.
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.
Portfolio construction during these challenging times
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss portfolio construction during these challenging times.
Next chapter of this market volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
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.
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.
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.
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.
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.
Donating Appreciated Securities
The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction of giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Consider Tax-Loss Selling in Your Year-End Planning
As the end of the year approaches, you may want to review your investment portfolio to consider possible rebalancing opportunities. It may also make sense to consider engaging in a tax-loss selling strategy before the end of the year, to reduce your overall tax liability or to receive a refund of taxes paid in a previous year.
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.
Managing Your Wealth
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.
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.
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.
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.
Managed Portfolio Account Overview
Experience the benefits of a BMO Nesbitt Burns Portfolio Manager.
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.
Contribution Reminders for your Registered Accounts
Start the new year off right by maximizing the value of your registered plans – including your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”). By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.
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.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Estate & Succession Planning
Preparing Your Last Will and Testament
An excellent piece to review for your estate 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.
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.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Education and Knowledge
Reviewing Common Investment Terms
A useful reference guide to common financial terms.
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.
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.
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.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks