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  • Home
  • About Us
    About Jon Our Team
  • How we work with you
  • Publications
    Tax Planning Strategies Estate & Succession Planning Market Commentary Managing Your Wealth
  • Contact Me
  • Home
  • About Us
    • About Jon
    • Our Team
  • How we work with you
  • Publications
    • Tax Planning Strategies
    • Estate & Succession Planning
    • Market Commentary
    • Managing Your Wealth
  • Contact Me

Estate & Succession Planning

Estate & Succession Planning

  • September 2, 2022

    Planning for the Family Vacation Property
  • September 2, 2022

    Estate planning for complex family dynamics
  • September 2, 2022

    Estate Information Organizer
  • September 2, 2022

    “Stress Testing” Your Estate Plan in a Time of Crisis
  • September 2, 2022

    What Happens When a Canadian Resident Dies?
  • September 2, 2022

    Different Ownership Structures for Real Estate Investment Property
Jon Cheek
Senior Investment Counsellor & Portfolio Manager
jonathan.cheek@bmo.com
Phone: 705-734-2548

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Jon Cheek, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 705-734-2548

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Rosemarie Ruccella, BA

Portfolio Assistant

Tel: 705-734-1643

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Branch Address

90 Collier St

Suite 104A

Barrie , ON

L4M 0J3

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Jon Cheek