Bill Speed
Senior Private Banker
Tel:
519-973-3675
Address
200 Ouellette Ave
Windsor , ON
N9A 6K9
Map
Publications
| Retirement Planning | |
| Tax-Free Savings Account | |
| The Tax-Free Savings Account (TFSA) is a savings plan that allows Canadians to invest and earn tax-free returns. Any income (interest, dividends, and capital gains) earned is tax-free. | |
| COVID-19 Update | |
| Bloomberg: Canadian equities will benefit from a broader economic recovery: BMO's Lesley Marks | |
| BMO Private Wealth Chief Investment Officer Lesley Marks discusses investment strategies and her outlook on market volatility and risks ahead of the U.S. president election and a second wave of COVID-19. | |
| 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. | |
| Beware of the Parallels Between Today and the Great Depression | |
| May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century. | |
| Extra-ordinary Measures for Extra-ordinary Times | |
| March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic. | |
| Other | |
| Wealth Insights Magazine | |
| The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture. | |
| Managing Your Wealth | |
| Insurance Considerations | |
| Insurance Considerations for Business Owners and Incorporated Professionals | |
| Having a TFSA works | |
| Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner. | |
| Education and Knowledge | |
| Registered Retirement Savings Plans | |
| Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them. | |
| Registered Retirement Income Funds | |
| A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF. | |
| Federal Budget Highlights and Analysis | |
| High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist | |
