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William Brown
Daisuke (Dice) Shimakawa, PFP
Samia Beg, MBA
Daniela Leung, CFP

Tel: 416-359-6833

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Publications

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Your Guide to Understanding Registered Plans
This guide provides an overview of the benefits of registered plans and how they fit into your financial situation. You'll learn about the following plans: TFSA, RRSP, RRIF, Locked-in Retirement Plans, IPP, RESP and RDSP.
Registered Disability Savings Plans (RDSPs)
The RDSP provides people with disabilities with an easy and effective way to save and invest for their long-term financial security. What’s more, the government offers incentives through grants and bonds to help you accumulate more.
Understanding the Basic RRSP Rules
If you want to maximize the benefi ts of an RRSP, it is important to have a basic understanding of the regulations that govern them. This publication provides an overview of the current RRSP rules.
RESP - your contributions and grants
The good news is that, over the years, Canada Revenue Agency (CRA) has significantly enhanced the Registered Education Savings Plan (RESP) rules.
RRIF Payout Schedule
In 1992 amendments were made to the formula that determines the minimum amount you must withdraw from your Registered Retirement Income Fund (RRIF) each year.
Locked-in Retirement Plans
The locking-in of pension benefits is an important concept. Pension regulations are designed to ensure that the pension benefits promised by an employer are available at the employee’s retirement date and that the accumulated pension funds are used to provide a lifetime retirement income for the employee.
Moving Your U.S. Retirement
Canadian residents may face certain U.S. tax implications when transferring their U.S. retirement plan to Canada.
Wealth Planning Document Checklist
A list of information and documents that will help us to complete an analysis of the attainability of your goals.
Wealth Planning Fact Finder
Financial planning is important because the process enables you to clearly identify your priorities and focus your resources on achieving your objectives. Please save to your computer, complete and email to: william.brown@nbpcd.com
Taking Money Out of an RESP
Here are some considerations for withdrawing funds from your child's RESP.
Executer's Task List
If you are appointed Executer, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.
Support for Executers
BMO Trust Company can assist you with the duties and financial tasks that are required of the Executor. We have the resources and expertise to help ease the worry during this time.
Appointing a Corporate Executer
This important role is more than just administration, it may involve dealing with family disputes and emotional factors. While it is an honour to act as Executor, it can also be a demanding and complex role.
Trustee Services
Recognizing that trusts can be an important part of your overall estate plan, your BMO financial professional has partnered with BMO Trust Company to provide access to trust planning and services.
Estate Planning
You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things?
Estate Information Organizer
The Estate Information Organizer will help your family, Executor or Power of Attorney locate all of your important documents and the other information that will be needed to administer your estate.
Wealth Management is a Family Affair - Chart
We draw upon the full depth and breadth of BMO Financial Group to provide our clients with integrated and multidisciplinary wealth management solutions.
Donating Appreciated Securities
With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Option Strategy
Writing Covered Calls - A Yield Enhancement Strategy.
Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
Managing Your Wealth
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.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
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.
Education and Knowledge
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.