Nellie Chowbay, CIM, PFP, FCSI
Finch Moyo
Tel:
416-359-5365
Fax:
416-359-4941
Toll Free:
1800-263-2286
Address
BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
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. | |
Managing Your Wealth | |
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 | |
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. | |
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. | |