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Trent Danielson, CFP®, CIM®
Keith L. Dyck, CFP®, B.Admin, CIM®
Chris Chung, PFP®
Shannan Daley

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
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Other Locations

#1, 5249 Richmond Rd SW
Calgary, AB
T3E 7C4

635 8 Ave SW
Calgary, AB
T2P 3M3

#4000, 8561 8A Ave SW
Calgary, AB
T3H 0V5

#112, 350 Aspen Glen Landing SW
Calgary, AB
T3H 0N5

1200 37 Street SW
Calgary, AB
T3C 1S2

Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Personal Tax Calendar 2018
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Draft Income Tax Proposals May Impact Business Owners
Managing Your Wealth
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Estate & Succession Planning
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Economic and Market Updates
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
January Monthly Market Commentary
Investment Strategy: 2018 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.