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Tel: 416-359-6833


BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3

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Bill Brown Wealth Advisory-Helping You Build, Manage, and Protect Your Wealth

Tax Planning Strategies

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.


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.

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.

Option Strategy

Writing Covered Calls - A Yield Enhancement Strategy.

Donating Appreciated Securities

With proper planning, you can reduce your total income tax liability and maximize the value of your donation.

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.

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

Wealth Planning Document Checklist

A list of information and documents that will help us to complete an analysis of the attainability of your goals.

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.

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?

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.

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.

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.

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.

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.

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.

Moving Your U.S. Retirement

Canadian residents may face certain U.S. tax implications when transferring their U.S. retirement plan to Canada.

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.

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.