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Thanh Bui, CFA

Director and Senior Investment Counsellor

Thanh Bui, CFA
Nancy Jadoonanan

Tel: 647-291-9727

Address
BMO Private Wealth
55 Bloor Street West
Toronto , ON
M4W 3N5
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Financial Planning

Wealth Planning

You’ve got plans. Let’s make it an action plan.

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 Slips Overview

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

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

Focus

Focus is a weekly financial digest.

Global Markets Commentary

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.