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Shannon Magna

Senior Private Banker

Tel: 519-807-6302

Shannon Magna
Asmita Lad

Address
20 Erb St W
Suite 601
Waterloo, ON
N2L 1T2
Map

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Publications

Tax Planning
2021 Personal Tax Calendar
Philanthropy
Exploring charitable giving: Understanding donor advised funds and private foundations
Charitable giving is an important goal for many of us. Some donors seek to improve their community, while others, who are financially secure, simply want to give back.
Financial Planning
Reaching your goals: An investment strategy for every life stage
The down payment on a house, your child’s college education, or maybe even a vacation home? You will probably have different goals at different stages of your life. But no matter what else you’re saving for, you should make sure you’re putting enough money aside for one of the most important goals of all – your retirement.
Business Advisory & Succession Planning
Understanding Your Needs as a Business Owner
As a business owner, your priorities may change as you transition through various stages of the business life cycle. As priorities change, your focus may shift in areas such as banking, risk management, financial planning, investment management and your family needs. What remains constant is your desire to be successful and to share your success with those closest to you. So, what is on your mind? One of the most common questions that business owners have, is “Who can help me with these transitions?” At BMO we can help you address this question and achieve your financial goals.
COVID-19 Update
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.
Next chapter of this market volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
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.
Managing Your Wealth
Having Meaningful Money Conversations With Your Partner
Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,
Estate & Succession Planning
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Current News / Affairs
Client Podcast: U.S. Election Insights With Brian Belski
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the U.S. election and the potential market impacts.
Education and Knowledge
BMO Experts Share Their Most Important Investment Lessons
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.