Publications

Tax Planning Strategies

Estate & Succession Planning

Preparing Your Last Will and Testament

September 2, 2022 - ___Marketing HQ

The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.

Economic and Market Updates

Investment Strategy: 2025 Market Outlook

November 27, 2023 - ___Marketing HQ

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Education and Knowledge

Registered Retirement Savings Plans

September 1, 2022 - ___Marketing HQ

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.