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

NB Market Outlook 2026

November 27, 2023 - ___Marketing HQ

BMO’s outlook on the equity markets featuring Brent Joyce, Chief Investment Strategist and Managing Director, 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.