Skip Navigation

Contact Us

Karen Chalovich
Teresa Smith
Heather Gingell

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

Address
BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
Map

Research & Articles

COVID-19 Update
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.
COVID-19 Podcast
Back to School and COVID: On August 11, BMO hosted a discussion with Dr. John Whyte, Chief Medical Officer, WebMD, and Mike Stritch, Chief Investment Officer, BMO Wealth Management. Dr. Whyte provided his unique perspective on school reopening considerations in light of COVID.
Other
Karen's Investment Insight Newsletter - Jun20
Karen's 3Q2020 Investment Insight Newsletter featuring articles on: Changes to RRIF in 2020; Dollar-Cost Averaging; Markets Are Cyclical; Common Investing Errors
Karen's Investment Insight Newsletter - Mar20
Karen's 2Q2020 Investment Insight Newsletter featuring articles on: RRIF Withdrawals: Plan Ahead; Tax Season Is Here; TFSA: Don't Delay!; The Economic Path Forward.
Karen Chalovich Personal Investing brochure
Chalovich Team Profile
Profile on Karen Chalovich, Portfolio Manager, Vice President, Senior Investment Advisor, Financial Planner, and Chalovich Team members, Business Approach, Investment Process, Our Services, and Specialties.
Education and Knowledge
What BMO Nesbitt Burns Offers
BMO Nesbitt Burns: Who Are We?, Our history?, How are clients protected?
Protecting Your Investment Assets
BMO Nesbitt Burns operates in strict adherence to the regulations, policies and bylaws dictated by the governing bodies of our industry. This article provides an overview of our regulators, our process for handling client concerns and the protection available to you as a client of BMO Nesbitt Burns.
Estate & Succession Planning
Probate Fees and Taxes
What is Probate? When is Probate Required? The Cost of Probate? Planning to Reduce Probate Taxes, RRSPs/RRIFs/TFSAs, Life insurance, Gifts, Joint Ownership, Trusts, Corporations, Multiple Wills.
Managing Your Wealth
Managed Investing
Managed solutions, ensuring your investments are professionally managed, giving you the freedom to concentrate on the more important things in your life.
Wealth Management Solutions
BMONB Wealth Management Solutions featuring Financial Planning, Investment Planning, Retirement Planning, Legacy Planning, Tax Efficiency.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Tax Planning Strategies
Donating Appreciated Securities
How to help out your favourite charity while you benefit from reducing your taxes, during your lifetime or after death in your will.
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.
Personal Tax Calendar 2020
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.