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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
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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
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.
Federal Budget Review 2019
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.