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Home
Our Process
Our Team
Brad Bartja
Lisa Konkle
Publications
Contact Us
Home
Our Process
Our Team
Brad Bartja
Lisa Konkle
Publications
Contact Us
☰
Home
Our Process
Our Team
Brad Bartja
Lisa Konkle
Publications
Contact Us
Publications
Publications
Tax Planning Strategies
September 12, 2022
Tax Tips For Investors
September 12, 2022
The CRA’s Foreign Reporting Requirements
September 2, 2022
Canadian Snowbirds and U.S. Income Tax
Managing Your Wealth
December 5, 2018
BMO Wealth Institute Report
September 2, 2022
Having Meaningful Money Conversations With Your Partner
Estate & Succession Planning
September 2, 2022
Preparing Your Last Will and Testament
Economic and Market Updates
September 2, 2022
Focus
Education and Knowledge
September 2, 2022
Estate Information Organizer
September 1, 2022
Investing Handbook