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Stephen Kunn
Katie Battison
Chantel Bahan

Tel: 403-260-9304

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5


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
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Managing Your Wealth
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.
Client Engagement Roadmap - SAMPLE
This document is part of our client's financial plan and shows them where they need to focus their efforts each quarter.
Our Financial Vision - SAMPLE
This document is part of our client's financial plan and is written from their perspective. It's meant to record what is important to them and what they want to achieve.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Estate & Succession Planning
Estate Organizer
This document should be a part of your estate plan - your executor will thank-you!
Executor Task List
Have you been named as Executor - but don't know where to start? Contact us and we can help.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
FOCUS: A Weekly Financial Digest
Education and Knowledge
Education Planning
RESP Basics
Taking Money Out of Your RESP
RESP Withdrawal Checklist