Maya Patrie
Investment Counsellor
Tel:
780-408-0517
Address
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map
Publications
| COVID-19 Update | |
| COVID-19 Podcast | |
| February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world. | |
| Tax Planning Strategies | |
| Tax Tips For Investors | |
| Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. | |
| How Investment Income is Taxed | |
| When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada. | |
| Managing Your Wealth | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. | |
| Insurance Considerations | |
| Insurance Considerations for Business Owners and Incorporated Professionals | |
| Meeting With Your Financial Advisor As A Couple | |
| According to a BMO Financial Group study,1 87 per cent of married persons or those in a serious relationship reported having a discussion with their partner about retirement; however, just 25 per cent of these engaged in a detailed discussion about retirement, and fewer than half covered key topics about what their ideal retirement will look like and how they’ll achieve their retirement goals. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Estate & Succession Planning | |
| “Stress Testing” Your Estate Plan in a Time of Crisis | |
| A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals. | |
| Digital Assets and Your Estate Plan | |
| This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan. | |
| Economic and Market Updates | |
| Focus | |
| Focus is a weekly financial digest. | |
| Investment Strategy: 2021 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Global Equity Weekly | |
| A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
| Talking Points | |
| Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets. | |
| Current News / Affairs | |
| Decoding Responsible Investing | |
| At BMO Private Wealth, we believe that supporting our clients with their increasing focus on sustainability is a great demonstration of a truth that underpins our purpose: Boldly Grow the Good in business and life. We have a proud legacy of innovation and collaboration through the integration of environmental, social and governance ("ESG") issues into our investment processes, while ensuring that investment decisions are always made in the best interests of our clients. Supporting these decisions is a belief that incorporating a range of responsible investment techniques can have a meaningful impact on the creation of long-term investor value. | |
