Address
BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Publications
| COVID-19 Update | |
| COVID-19 Podcast | |
| Back to School and COVID: On August 11, BMO hosted a discussion with Dr. John Whyte, Chief Medical Officer, WebMD, and Mike Stritch, Chief Investment Officer, BMO Wealth Management. Dr. Whyte provided his unique perspective on school reopening considerations in light of COVID. | |
| Education and Knowledge | |
| Registered Retirement Savings Plans | |
| Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them. | |
| Impact of Sequence of Returns on Your Retirement Portfolio | |
| This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings. | |
| Economic and Market Updates | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Investment Strategy: 2020 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Estate & Succession Planning | |
| Preparing Your Last Will and Testament | |
| The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. | |
| Estate planning for complex family dynamics | |
| Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning. | |
| Managing Your Wealth | |
| Insurance Considerations | |
| Insurance Considerations for Business Owners and Incorporated Professionals | |
| Protecting Baby Boomers from Increasing Risk | |
| Tax Planning Strategies | |
| Separation, Divorce and Your Financial Plan | |
| Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses. | |
| 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. | |
