Your branch address:

155 REXDALE BLVD

Everyday Banking
REXDALE, ONT M9W5Z8

Your Branch
REXDALE & KIPLING
Transit number: 2416
MR JASON O'NEIL BLAKE
1775 WESTON RD APT 202 For questions about your
YORK ON M9N 3P8 statement call
(416) 743-5905
Direct Banking
1-800-363-9992
www.bmo.com
Your Plan
Your Everyday Banking statement Practical Plan

For the period ending April 13, 2022

Summary of your account We're making changes to some of our

Everyday Banking Plans and Fees,
Total Total Closing effective July 1, 2022. Details are
Opening amounts amounts balance ($) on included in this statement.
- + =
Account balance ($) deducted ($) added ($) Apr 13, 2022
Primary Chequing Account
# 2416 3958-957 1.80 2,155.51 2,154.92 1.21

Here's what happened in your account

Amounts deducted Amounts added
Date Description from your account ($) to your account ($) Balance ($)

Primary Chequing Account # 2416 3958-957

Owner:
MR JASON O'NEIL BLAKE
Mar 12 Opening balance 1.80
Mar 17 Direct Deposit, CANADA FED/FED 450.00 451.80
Mar 17 ABM Withdrawal, 1939 WESTON RO 450.00 1.80
Mar 21 Debit Card Purchase, JAM'S CONVENIEN 1.50 0.30
Mar 24 Direct Deposit, CANADA FED/FED 450.00 450.30
Mar 24 Online Bill Payment, CIK TEL 65.00 385.30
Mar 24 ABM Withdrawal, 1939 WESTON RO 385.00 0.30
Mar 31 Direct Deposit, CANADA FED/FED 450.00 450.30
Mar 31 ABM Withdrawal, 1939 WESTON RO 450.00 0.30
Mar 31 Practical Plan Fee 4.00 -3.70
Mar 31 Interest Paid 0.01 -3.71
Apr 05 Direct Deposit, CANADA GST/TPS 114.00 110.29

continued
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Here's what happened in your account (continued)
Amounts deducted Amounts added
Date Description from your account ($) to your account ($) Balance ($)

Primary Chequing Account # 2416 3958-957 (continued)

Apr 05 Online Transfer, TF 2416#8958-278 100.00 10.29
Apr 07 Direct Deposit, CANADA FED/FED 450.00 460.29
Apr 07 Online Transfer, TF 2416#8958-278 160.00 300.29
Apr 07 Transfer, 2416#8958-278 40.00 340.29
Apr 07 ABM Withdrawal, 1939 WESTON RO 340.00 0.29
Apr 08 Direct Deposit, CANADA PRO/PRO 50.92 51.21
Apr 08 Online Transfer, TF 2416#8958-278 50.00 101.21
Apr 08 ABM Withdrawal, 1939 WESTON RO 100.00 1.21
Apr 11 Online Transfer, TF 2416#8958-278 60.00 61.21
Apr 11 Transfer, 2416#8958-278 40.00 101.21
Apr 11 ABM Withdrawal, 1939 WESTON RO 100.00 1.21
Apr 13 Closing totals 2,155.51 2,154.92
Please report any errors, omissions or irregularities in writing within 30 days of the statement date after which this statement
shall be deemed accurate except for any amount credited to your account in error.

Trade-marks
TM / ® Trade-marks / registered trade-marks of Bank of Montreal
®I Trademarks of AIR MILES International Trading B.V. Used under license by LoyaltyOne Inc. and Bank of Montreal.
®* Registered trademark of Mastercard International Incorporated.
®++ Used by Amex Canada Inc under license from American Express Company.

Registration numbers
GST - R100390095 QST - 1000042494
A member of BMO Financial Group

We're making changes to some of our Everyday Banking Plans and Fees, effective July 1, 2022.
1. Plus Plan fee is increasing from $10.95 to $11.95 per month or with a Discounted Banking Program:
U Seniors is increasing from $6.95 to $7.95 per month.
U Beneficiaries of an RDSP is increasing from $6.95 to $7.95 per month.
2. We're making changes to the Students and Recent Graduates Discounted Banking Programs.
As of July 1, 2022, eligible full-time students and recent graduates1 will receive the Performance Plan
for $0.00 per month or receive a $16.95 discount on the monthly plan fee of the Premium Plan.
If you are an existing BMO Student or Recent Graduate Banking customer, the changes are as follows:
U Customers in the Plus Plan will be migrated into the Performance Plan, with unlimited everyday banking
transactions2 and no monthly plan fee. For details on more features of Performance Plan,
visit bmo.com/banking.
U Customers in the Performance Plan; the monthly plan will be reduced to $0.00.
U Customers in the Premium Plan; the monthly plan will be reduced to $13.05.
To learn more about these changes, visit bmo.com/pricechange2022 or your branch.
1. For the Students Discounted Banking Program, proof of registration or proof of expected program completion date is required.
2. Includes everyday banking transactions at a BMO branch, BMO ATM, BMO Telephone Banking, BMO Online Banking, BMO Mobile Banking,
debit card purchases, cheques drawn on your account and Pre-Authorized Debits.

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Your Everyday Banking statement
MR JASON O'NEIL BLAKE
For the period ending April 13, 2022
Everyday Banking

2022 Trustee Notification and Collection of Beneficiary Information by April 30, 2022
Bank of Montreal, Bank of Montreal Mortgage Corporation, and BMO Trust Company (collectively "BMO") are
proud members of the Canada Deposit Insurance Corporation (CDIC) and as such are required to annually remind
trustee depositors to provide us with updated beneficiary information.
If you are acting as a trustee for a deposit held in trust at BMO for others (i.e., the beneficiaries), please read this
carefully, as your disclosure responsibilities as a trustee depositor are changing.
The Government of Canada has made important changes to the rules governing how deposit insurance protection is
provided for trust deposits by CDIC that will take effect on April 30, 2022. For more information about these
changes, please visit: cdic.ca/financial-community/
The upcoming CDIC rules for trust deposits introduce new categories of trustees, along with several new unique
disclosure requirements that these trustees must meet. The categories of trustees include:
U Trustees who hold deposits in trust at a CDIC Member Institution and who qualify as a Professional Trustee
(Professional Trustees); and
U Trustees who hold deposits in trust at a CDIC Member Institution in various capacities (professional or
otherwise) but do not qualify as a professional trustee (Trustees).
Responsibilities as a Professional Trustee depositor
Trustees who hold eligible deposits in trust at a CDIC member institution in their professional capacity may qualify
as a Professional Trustee. Professional Trustees may designate some, or all, of their trust accounts as Professional
Trustee Accounts. Doing so allows Professional Trustees to benefit from lighter disclosure requirements for these
accounts, as compared to "non-professional" trust deposits.
To determine if you qualify to be a Professional Trustee under the CDIC Act, please refer to the trustee decision tree
available at cdic.ca/financial-community/for-trustees.
If you are a Professional Trustee and believe that you could benefit from the amended rules, you have certain
obligations you must meet for the accounts you wish to identify as Professional Trustee Accounts. In particular, you
must carry out the following steps by April 30, 2022:
i. Contact your branch or Relationship Manager to request that some or all of your trust accounts be designated
as Professional Trustee Accounts;
ii. Provide us with the attestation that you are a Professional Trustee, and include up-to-date contact
information (CDIC Professional Trustee Account Attestation is available for download/print on
bmo.com/cdic)
iii. Confirm with us the account(s) you would like identified as a Professional Trustee account
Doing so will help ensure that each beneficiary of these deposits can be factored into the insurance protection
provided by CDIC.
If you do not complete the above tasks by April 30, 2022, your accounts held in trust will be considered as
"non-professional" trust accounts until such time that you fulfill the obligations required to designate the accounts as
Professional Trustee Accounts. Information on your obligations as a Trustee can be found below.
Responsibilities as a (non-professional) Trustee depositor
If you are not a Professional Trustee or prefer not to designate some or all of your accounts as Professional Trustee
Accounts, you will be treated as a Trustee for the purposes of CDIC deposit insurance coverage. As a Trustee you are
responsible for providing us and updating the following information with respect to each deposit to ensure that each
deposit you hold in trust receives full deposit insurance protection:
U Confirmation that the deposit is held in trust;
U The full name of each trustee of the deposit, and the address of at least one trustee;
U The name and address of each beneficiary of the deposit account; and
U If there is more than one beneficiary to the deposit account, the interest of each beneficiary in the funds
held in the account, expressed as a percentage (%)

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Please provide/confirm the above noted information to your branch, or Relationship Manager, as applicable,
by April 30, 2022, even if there are no changes.
Providing this information is important as it affects how CDIC protects deposits held by Trustees. CDIC uses the
latest information on our records to determine deposit insurance coverage. Failure to provide the required information
may result in a reduction or loss of CDIC deposit insurance coverage for the deposit.
If you would like more information about the deposit insurance coverage framework regarding trust deposits, please
visit the CDIC website at cdic.ca/en/about-di/how-it-works/trusts/Pages/default.aspxor direct your question to
info@cdic.ca

Bank of Montreal, Bank of Montreal Mortgage Corporation, and BMO Trust Company

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