Nick Rinaldi
Darren Cuthbertson
Ashley Belrose
Magnus Aaserud
Sarah King
Tel:
250-851--8215
Address
BMO Nesbitt Burns
1180 Columbia Street W, 201F
Kamloops, BC
V2C 6R6
Map
Publications
| COVID-19 Update | |
|---|---|
| COVID-19 Podcast | |
| February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world. | |
| Other | |
| 2020 Spring Newsletter | |
| 2019 Fall Newsletter | |
| 2019 Summer Newsletter | |
| Tax Planning Strategies | |
| Personal Tax Calendar 2021 | |
| While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day. | |
| 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. | |
| Managing Your Wealth | |
| Retirement - what's your game plan? | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| 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. | |
| 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. | |
| Sept 23, 2020 - Market Outlook Video Conference Call with Brian Belski | |
| Eligible Dividend Income | |
| This report provides an overview on the taxation of eligible dividends, in light of recent changes. | |
| IN Tune Podcast | |
| IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets.We explore key emerging themes and trends to help you manage your wealth with confidence. | |
| Wealth Experience Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Current News / Affairs | |
| You're Invited: 2021 Federal Budget Review | |
| 2021 Federal Budget Review | |
| On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years. | |
| Education and Knowledge | |
| Contribution Reminder for Your RRSP / TFSA / RESP | |
| Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long. | |
