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Contact Us

Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1-800-934-9992
Fax: 905-373-9331

Address
17 King Street E.
Cobourg, ON
K9A 1K6
Map

Other Sites

Investment Information

BMO Nesbitt Burns
Website for BMO Nesbitt Burns, provides investment information.

Gateway
BMO Nesbitt Burns account access.

BMO Bank of Montreal
Provides online banking services, BMO Investorline, economic news, etc.

Canada Deposit Insurance Corporation
Protecting your deposits.

CIPF
Canadian Investor Protection Fund

Bank of Canada
Canada's Central Bank

Toronto Stock Exchange
Toronto Stock Exchange - Provides market news, quote look up, symbol look up, investor education, careers and more.

New York Stock Exchange
Provides a special section for beginner investors, access to American market data, and links to other websites.

Sedar
System for Electronic Document Analysis and Retrieval - new filings, company profiles, etc.

GlobeInvestor
includes stock quotes, symbol look up, research information, links to the Globe and Mail and much more.

Investor Education Fund
Looking for understandable, easy-to-use information on investing and financial matters? The Investor Education Fund provides objective information and calculators that help you grow your financial know-how and protect your money.

Investor Learning Centre
Canadian Securities Institute - Investor Learning Centre

Mutual Funds

GlobeFund
Provides mutual fund information, links to the Globe and Mail, charts, reports and more.

The Fund Library
Canada's Mutual Fund Resource Centre

AGF Mutual Funds
AGF Mutual Funds - Provides information on products and services, prices and performances, information on AGF, investor education, etc.


BMO ETFs
BMO ETFs portfolios are comprised of award-winning BMO ETFs managed by our world-class investment team.
 

CI Funds
CI Mutual Funds - Provides Mutual Fund products & services information.

Fidelity Investments
Fidelity Mutual Funds - Provides account information, funds and prices, news and information, etc.

Invesco Trimark Funds
Invesco Trimark Mutual Funds - Provides information on products and services, prices and performance, investor education, advisor locator, etc.

Mackenzie Financial
Mackenzie Financial Mutual Funds - Provides information on products and services, prices and performance, latest news, etc.

Dynamic Funds
Dynamic Mutual Funds - Provides fund information.

Investment Funds Institute of Canada
Mutual Fund Investor Information

ishares Exchange Traded Funds
ishares Exchange Traded Funds

Invesco Power Shares
Invesco Power Shares

News

Canada Newswire
Canadian corporate information.

Report on Business TV
Top Financial headlines.

CNN Financial Network
CNN U.S. Financial News

Retirement Planning, RRSPs, RRIFs, RESPs

BMO Nesbitt Burns Financial Outlook Calculators
BMO Nesbitt Burns Financial Outlook Calculators - Retirement Savings, Major Purchases, Education Savings

BMO Nesbitt Burns RRSP
BMO Nesbitt Burns RRSP/RRIF Centre

BMO Financial Retirement Your Way
BMO Financial Retirement Your Way featuring Retirement Strategies & Solutions, Life Stages, Life Events, Resources & Calculators.

BMO Retirement Institute
BMO Retirement Institute

BMO Nesbitt Burns RESP
BMO Nesbitt Burns Education Planning & Calculators

Dynamic Funds Snapshots Retiring
Retiring from full-time work creates a new financial picture in your life. These articles provide a glimpse of some of the issues you may need to address during your retirement years.

Dynamic Funds Retirement/Wealth Strategies
Wealth Strategies - Retirement Planning

Fidelity Retirement Readiness Snapshot
Fidelity Investments Retirement Readiness Snapshot Calculators

RRSP.org
RRSP information, great RRSP & RRIF calculators, Mutual Fund and Financial Planning links.

Manulife Group Retirement Solutions
Manulife Group RSPs

Manulife Investment Basics
Manulife Investment Basics Education

AGF RETIREMENT PLANNING- RETHINK RISK
AGF - Will I have enough for retirement?

 
Charities

Northumberland Hills Hospital Foundation

Northumberland United Way
Northumberland United Way

Cornerstone Family Violence Prevention Centre
Northumberland Cornerstone Family Violence Prevention Centre

Heritage Northumberland
Your Entrance to The Heritage Sites of Northumberland County, Ontario, Canada

Northumberland Fare Share Food Bank
Fare Share Food Bank Northumberland is dedicated to serving Port Hope and Cobourg, by collecting and distributing food and other necessities to individuals and families in need in our community.

Trinity United Church, Cobourg
Trinity United Church, Cobourg

Charity Focus
CharityFocus is a one-stop source for information about Canada’s 85,000 plus registered charities.

Taxation

Canada Customs and Revenue Agency
Canadian tax information.

Tax Tips
Tax Tips

Invesco Trimark Tax Planning
Our Tax & Estate info pages explain the tax implications of various investments. They're based on real-life needs and emphasize investing to save or defer taxes.

Resources

Canadian Statistics
Canadian Statistics Population & Health, Community Profiles, etc

Government Ontario Publications
Government Ontario Publications

Health Canada
Health Canada Aging & Seniors

Human Resources Development Canada
Old Age Security (OAS) Programs

Service Canada
Old Age Security (OAS), Canada Pension Plan (CPP), Guaranteed Income Supplement (GIS), etc.

Canada Mortgage & Housing
Maintaining Seniors Independence through Home Adaptation

Seniors Resources

Certified Professional Consultant on Aging
Certified Professional Consultant on Aging

Northumberland Pathway to Aging Well
Discover your own personal PATHway to aging well in Northumberland.

Community Care Northumberland
Community Care Northumberland - Community Care Northumberland (CCN), established in 1988 is a multi-service registered charitable organization. We provide a range of home support services to individuals and their families that help them remain healthy an

Community Care Access Centres Ontario
Community Care Access Centres - Care in your Home, Community, Long term Care Options, Service Providers, etc.

Long Term Care Canada
Info & articles on Government programs & links

Seniors Policies & Programs Database
Seniors Policies & Programs Government Canada & Provinces

Seniors Canada
Government Canada website & Province links

Division of Aging & Seniors
The Division of Aging and Seniors, Public Health Agency of Canada, provides federal leadership on health issues related to aging and seniors.

Health Canada Healthy Living
Seniors and Aging - Preventing Falls in and around Your Home; Seniors and Aging - Vision Care; Report on Seniors' Falls in Canada - Public Health Agency of Canada

The Care Guide
Canada's guide to seniors' housing and care services including retirement homes, nursing homes, home health care, adult lifestyle retirement communities, supportive housing, etc.

CCRA - Revenue Canada - Seniors Info
Revenue Canada Topics/services specifically for seniors.

Help Guide
Help Guide - Seniors & Aging many topics

Community Living West Northumberland
Providing support to individuals with disabilities.

Seniors Health Research Transfer Network Ontario
Seniors Health Research Transfer Network (SHRTN) Ontario. The place to go in Ontario for the latest knowledge and best practices about Senior's health and health care.

Estate Planning

Assuris
Protecting your life insurance products.

Invesco Trimark Estate Planning
Why you need an estate plan

Dynamic Funds Estate Death Spouse
The death of a loved one creates a new financial picture in your life. The articles below provide a glimpse of some of the issues you may need to address at this stressful time. Be sure to discuss the financial checklist with your financial advisor.

Mackenzie Estate Planning
Mackenzie Estate Planning