Mathieu Lesage, B.Comm (Hons), CFP®, FMVA®

Private Banker

Tel: 204-599-8370
Tel: 204-220-4144
Fax: 204-985-2742

Address

BMO Private Wealth
201 Portage Avenue
17th Floor
Winnipeg, MB
R3B 3K6
Map

Contact Me

Financial Planning

Financial Planning

Determining Your Net Worth

Tax-filing season provides a good opportunity to learn more about your current financial situation. While you have all your records on hand, you can review your finances and calculate your net worth.

Business Advisory & Succession Planning

The Value of a Business Plan

Whether you’re a new start-up business or a mature company looking to meet annual growth targets, a business plan can be an effective tool to meet your goals and achieve success. A key benefit of business planning is the ability to create a united team, focused on a specific direction set for the company.

Estate & Succession Planning

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.