Nadine Meek
Wealth Advisor, Financial Planner
Fax: 519-942-2249
Toll Free: 800-465-6437
Tel: 519-942-0061
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
| COVID-19 Update | |
| COVID-19 Podcast | |
| June 15, 2020: To provide you with perspectives on how COVID-19 is impacting the real estate markets, we are pleased to share this podcast. Robert Kavcic, Senior Economist, BMO Capital Markets will comment on primary, secondary and commercial real estate, the decline in prices and the outlook for mortgage rates. | |
| Canada’s COVID-19 Economic Response Plan | |
| April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions. | |
| Other | |
| BMO Nesbitt Burns Gateway® | |
| This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments. | |
| 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. | |
| 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 2020 | |
| 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 2020 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. | |
| 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 | |
| “Stress Testing” Your Estate Plan in a Time of Crisis | |
| April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals. | |
| Digital Assets and Your Estate Plan | |
| This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan. | |
| 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. | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| Investment Strategy: 2020 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| BMO ETF Portfolio Strategy Report | |
| This report highlights our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds. Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six. | |
| Education and Knowledge | |
| NetWorth Spring 2020 | |
| NetWorth Winter 2020 | |
| NetWorth Spring 2019 | |
| NetWorth Winter 2019 | |
| NetWorth Summer 2018 | |
| NetWorth Spring 2018 | |
| NetWorth Fall 2017 | |
| Impact of Sequence of Returns on Your Retirement Portfolio | |
| This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings. | |
| Federal Budget Highlights and Analysis | |
| High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist | |
| 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. | |
