Nadine Meek
Wealth Advisor, Financial Planner
Tel: 519-942-0061
Fax: 519-942-2249
Toll Free: 800-465-6437
Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map
274 Broadway St
Orangeville, ON
L9W 1L1
24-280 Guelph St
Georgetown, ON
L7G 4B1
Publications
| Tax Planning Strategies | |
| Canadian Snowbirds and US Income Tax | |
| If you plan to spend your winters in the US, you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident. | |
| Federal Budget Review 2018 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| 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 2018 | |
| 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 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. | |
| Managing Your Wealth | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| 2018 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
| Investment Strategy: 2018 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Education and Knowledge | |
| NetWorth Spring 2018 | |
| NetWorth Winter 2018 | |
| NetWorth Fall 2017 | |
| NetWorth Summer 2017 | |
| Periodic Table of Asset Class Returns | |
| As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more. | |
| Impact of Sequence of Returns on Your Retirement Portfolio | |
