Tim Eastwood
Geoff Newton
Kyle Dietrich
Sandy Brennan
Tel:
519-823-1297
Address
BMO Nesbitt Burns
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7
Map
COVID-19 Update | |
COVID-19 Podcast | |
February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world. | |
Update on Canada’s COVID-19 Economic Response Plan | |
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions. | |
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. | |
The CRA’s Foreign Reporting Requirements | |
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada. | |
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. | |
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. | |
Portfolio Strategy | |
Strategic commentary and an overview of financial markets. | |