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Werner Hohn
Scott Ellis
Karen Reger

20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2


Education and Knowledge
RESP Withdrawal Checklist
Financial Planning
Guide to Granting Powers of Attorney
Understanding the Basic RRSP Rules
Dependent Care
Retirement Planning
Consider Self-Employment in Retirement
Changes in 2010 to the Canada Pension Plan
Maximizing Retirement Income
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Estate & Succession Planning
Executor's Task List
Appointing a Corporate Executor
Let professionals help you with your duties as executor
Succession Planning for Small Business Owners
Understanding Personal Holding Companies
Critical Illness & Long Term Care Insurance
Cottage Planning
Canadian Ownership of U.S. Real Property
Business Succession Planning Tool
Shareholders' Agreement
Estate Planning
Joint Ownership Pros and Cons
Estate Organizer
Perils of Appointing a Non-Resident Estate Trustee
Wills That Work
Benefits of a Will
Transferring Wealth to Future Generations
Survivor Income Needs
Protecting your lifestyle
In Time of Loss
Estate Preservation and Distribution
Managing Your Wealth
LIF Minimum and Maximum Withdrawal Schedule
Architect Program Profile
Tax Free Savings Accounts
Meridian Program
Registered Asset Preservation Plan
Are you aware that up to 50% of your registered assets could be taxed upon death?
Strategies For Your Retirement Savings
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.
Quadrant Program
Blueprint Program - Best of BMO
Meridian Program Features and Benefits
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Tax Planning Strategies
Investments Inside a Company - Taxes Upon Death
Guide to Principal Residence Exemption
Understanding Capital Losses
Tax Deferral for Foreign Spin-Offs
RRSP Withdrawals
RRSP Savings Tips and Strategies
RRIF Payout Schedule
Canadian Ownership of U.S. Securities
Pension Income Splitting
Reduce Taxes with a Prescribed Rate Loan
How Investment Income is Taxed
Eligible Dividends
Federal Budget Review 2019
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Canadian Snowbirds & U.S. Income Tax
Charitable Giving Program
Strategies to Minimize Capital Gains Tax
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.
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.
Tax-Loss Selling: Year End Planning
Tax Planning for Small Business Owners
Donating Apprecitated Securities
RRSPs - Making Your Money Work as Hard as You Do
Tax Efficient Investing
Personal Tax Calendar 2019
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2019 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Investment Insight Summer 2019