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. | |
| Monthly Market Commentary | |
| The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets. | |
| 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. | |
