Glen Gosling, CFP®
Investment Advisor & Financial Planner
Tel: 204-949-2099
Glen Gosling, CFP®
Olanike (Nikki) Oretuga
Address
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
Map
BMO Southdale Branch
30 - 31 Lakewood Blvd
Winnipeg, Manitoba
R2J 2M8
Publications
| Tax Planning Strategies | |
| Tax Tips For Investors | |
| Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. | |
| Managing Your Wealth | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| 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. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Global Equity Weekly | |
| A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
| Focus | |
| Focus is a weekly financial digest. | |
| Wealth Experience Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Education and Knowledge | |
| 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. | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
| Providing Investors with Full Disclosure Through the Client Relationship Model | |
| This piece outlines what CRM is and how it provides the disclosure necessary to maintain and build trust among investors. | |
| BMO Experts Share Their Most Important Investment Lessons | |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. | |
| Investment Advice | |
| This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. | |
