Stephen Kunn
Katie McLeod
Shanda Matieshin
Lenore Brewer
Tel: 403-260-9304
Address
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
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 | |
| 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 2019 | |
| 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. | |
| 2019 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 | |
| FOCUS: A Weekly Financial Digest | |
| Education and Knowledge | |
| Education Planning | |
| RESP Basics | |
| Taking Money Out of Your RESP | |
| RESP Withdrawal Checklist | |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP | |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. | |
| Federal Budget Highlights and Analysis | |
| High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist | |
| BMO Experts Share Their Most Important Investment Lessons | |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. | |
