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

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BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
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Contact Us

Research & Articles

COVID-19 Update

COVID-19 Podcast

February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world.

Other

Karen's Investment Insight Newsletter - Sep21

Karen's Investment Insight Newsletter Autumn 2021 features articles on: Be Aware: TFSA Overcontribution & the Importance of Checking Email; In Short: Tapping the RESP; Giving Season: Charitable Considerations; Time to Review Your Life Insurance?

Karen's Investment Insight Newsletter - Jun21

Karen's Investment Insight Newsletter Summer 2021 features articles on Balancing Risk& Return, Tax Planning: A Spousal Rollover May Not Always Make Sense, Estate Planning: The Importance of End of Life Discussions, Federal Budget 2021: How It May Affect You, The Profound Impact of Time on Investing. Doing Good: Why ESG May be the Future.

Karen's Investment Insight Newsletters - Mar21

Karen's 2Q2021 Investment Insight Newsletter featuring articles on: Investing During Strong Markets; Did You Work From Home in 2020?; Spring Cleaning: Review Your Estate Plan; The Flight of the Loonie.

Karen's Investment Insight Newsletter - Dec20

Karen's 1Q2021 Investment Insight Newsletter featuring articles on: What Have You Told Children? The Risk of Doing Nothing; Don't Forget Your Time Horizon; Lessons from the Pandemic.

Karen's Investment Insight Newsletter - Sep20

Karen's 4Q2020 Investment Insight Newsletter featuring articles on: Looking Beyond the Will; Year-End Tax Planning Checklist; The Case For Diversification; The Role of the Executor.

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.

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 2021

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.