Michael R. Clark B.Comm, CFA, FSCI, CIM, FMA
Director and Senior Investment Counsellor
Tel:
780-408-0008
Fax:
780-408-0520
Michael R. Clark B.Comm, CFA, FSCI, CIM, FMA
Mengyao(Cassie) Zhang
Address
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map
10175-101 Street
20th Floor
Edmonton, Alberta
T5J 0H3
Publications
| Tax Planning | |
| 2021 Personal Tax Calendar | |
| COVID-19 Update | |
| Five Best Practices for Business Owners During Uncertain Times | |
| April 30, 2020: The COVID-19 crisis has created an uncertain time for business owners, regardless of the industry in which they operate. Given these challenging times, the BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively. | |
| Managing Your Wealth | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| Economic and Market Updates | |
| Monthly Market Commentary - Lesley Marks | |
| The monthly Global Markets Commentary, prepared by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the markets. | |
| Focus | |
| Focus is a weekly financial digest. | |
| Talking Points | |
| Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets. | |
| Wealth Experience Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Education and Knowledge | |
| Registered Retirement Savings Plans | |
| 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. | |
| Registered Retirement Income Funds | |
| A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF. | |
