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Robert Lacey
Bradley Eizenga
Kyle Kootstra
Greg McNeill
Helene Prelipceanu
Susan Mole
Sherone Benwell

Tel: 519-258-2701

Address
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
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Links

 

BMO Nesbitt Burns Gateway
home page for login to Gateway

Retirement Planning
What will your retirement look like? Financial considerations, life planning, caring for others

Bank of Canada
Home page

Toronto Stock Exchange
Home page

New York Stock Exchange
Home page

Mutual Fund Guidelines for Representatives
 
 

Moody's
Moody's Investors Service is among the world’s most respected and widely utilized sources for credit ratings, research and risk analysis.

DBRS
Full-service rating agency that provides credit ratings on issuers of commercial paper, bonds, long/short term debt, and preferred shares, as well as asset-backed securities.

ACB Tracking Inc.
Adjusted Cost base calculator or Canadian Income Trust, Closed end Funds, split shares, and ETF's

Bigcharts
Interactive online charting service giving free and unlimited access to charts, reports, indicators, and quotes on 22700 US stocks.

Windsor Essex Community Foundation

Speak UP!
Advance care planning is a process of reflection and communication, a time for you to reflect on your values and wishes, and to let others know your future health and personal care preferences

Estate Trustee's task List
items to tend to as an estate trustee