Tim Eastwood
Geoff Newton
Kyle Dietrich
Sandy Brennan
Tel: 519-823-1297
Address
55 Wyndham St N, First Floor
Guelph, ON
N1H 7T8
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. | |
