Skip Navigation

Contact Us

Tim Eastwood
Geoff Newton
Kyle Dietrich
Sandy Brennan

Tel: 519-823-1297

Address
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7
Map

Publications

Tax Planning Strategies
Personal Tax Calendar
The 2018 Personal Tax Calendar summarizes important tax deadlines and provides planning tips to consider for 2018.
Ten Financial Resolutions for 2018
Ten Financial Resolutions for 2018, provides ten easy to implement strategies that could help you save taxes and protect and increase your net worth in 2018.
Tax Planning Using Private Companies
Year-End Tax Planning Tips
New Federal Income Tax Changes
New Federal Income Tax Changes explains the new tax measures that came into effect on January 1, 2016 and discusses potential future tax changes and pledges made by the federal Liberal government that may impact your clients’ financial plans, either this year or sometime thereafter.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Managing Your Wealth
Strategies to Manage Household Debt
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Estate & Succession Planning
Good Reasons to Trust Testamentary Trusts
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.