Paul Lytle
Private Banker
Tel:
780-945-2654
Address
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map
10180 101 Street, 8th floor
Manulife Place
Edmonton , AB
T5J 3S4
Publications
| Estate & Succession Planning | |
| Preparing Your Last Will and Testament | |
| 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 | |
| Talking Points | |
| Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets. | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Education and Knowledge | |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP | |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. | |
| 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. | |
