Thanh Bui, CFA
Director and Senior Investment Counsellor
Tel:
647-291-9727
Thanh Bui, CFA
Nancy Jadoonanan
Address
55 Bloor Street West
Toronto , ON
M4W 3N5
Map
| 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. | |
| 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. | |
