Stephen Kunn
Katie Battison
Chantel Bahan
Tel: 403-260-9304
Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
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 | |
| Federal Budget Review 2018 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| 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. | |
| 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 | |
| FOCUS: A Weekly Financial Digest | |
| Education and Knowledge | |
| Education Planning | |
| RESP Basics | |
| Taking Money Out of Your RESP | |
| RESP Withdrawal Checklist | |
