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Mark Graham
Rick Brenneman
Alexandra (Alex) Adach

Tel: 519-886-3464
Toll Free: 800-265-6148
Fax: 519-747-2236

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Publications

Economic and Market Updates
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
The Volatility Strikes Back
Given yesterday’s 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.
Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Completing Your 2019 Income Tax Return – Checklist
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
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.