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Fax: 403-296-2799
Toll Free: 1-888-326-7777


BMO Nesbitt Burns
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1

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Financial Planning

Retirement Planning

Home care services

Arranging home care services for an aging friend or relative can be a confusing process. Many caregivers are not sure what questions to ask to determine if a home care provider is the right one for their situation. The following list of key questions may be useful to consider when arranging home care services and are designed to help you assess and compare providers. These questions are not exhaustive, but will help you in your search. Use a copy of this checklist for each of the home care providers that you are considering.

Discussing sensitive issues about aging parents with family members

As situations arise, families often find that they need to discuss sensitive issues together. This could include talking with aging parents about health care, finances, where an aging parent wants to live in the future, or even end of life wishes.

Registered Retirement Income Funds

Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make.

Tax-Free Savings Account (TFSA)

The Tax-Free Savings Account (TFSA) is a savings plan that allows Canadians to invest and earn tax-free returns. Any income (interest, dividends, and capital gains) earned is tax-free.

Financial Planning

BMO WealthPath Questionaire

This is the perfect place to start building your financial plan!

Juggling act

Saving for retirement is one of your most important financial goals, but you have other goals that compete for your money, too. While not easy to pull off, you need to learn to juggle all your financial goals and keep them up in the air at the same time.

Wealth Planning

You’ve got plans. Let’s make it an action plan.

Determining Your Net Worth

Tax-filing season provides a good opportunity to learn more about your current financial situation. While you have all your records on hand, you can review your finances and calculate your net worth.