Nellie Chowbay, CIM, PFP, FCSI
Finch Moyo
Tel: 416-359-5365
Fax: 416-359-4941
Toll Free: 1800-263-2286
Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
Publications
| 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 | |
| Consider Tax-Loss Selling in Your Year-End Planning | |
| This article explains how tax-loss selling works, and what to consider before implementing the strategy. | |
| Managing Your Wealth | |
| Preparing Your Last Will and Testament | |
| The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. | |
| Are All Fees Created Equally? | |
| With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives. | |
| 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 | |
| Economic and Market Updates | |
| Global Equity Weekly | |
| A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
| Evaluating Portfolio Performance | |
| The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing. | |
| Education and Knowledge | |
| The Benefits of Going Paperless with BMO Nesbitt Burns Gateway | |
| This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research. | |
