Robert Roth

Investment Advisor

Tel: 403-358-5673

Address

BMO Nesbitt Burns
179A Leva Ave
Suite 201
Red Deer County, AB
T4E 0A5
Map

Contact Me

Publications

Education Planning

Registered Education Savings Plan

At BMO Nesbitt Burns we can help you determine the best way to finance your child’s education and work with you to develop a savings program that helps meet your educational savings goals.

COVID-19 Update

Extra-ordinary Measures for Extra-ordinary Times

March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.

Managing Your Wealth

Having a TFSA works

Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.

Estate & Succession Planning

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Economic and Market Updates

Talking Points

Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.

Focus

Focus is a weekly financial digest.

The Goods

A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.