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Bruna Kubay, B.A., CFP
Carla Pocobene, CFP
Bruna Kubay
Corri Desaulniers

Tel: 905-570-8810
Toll Free: 1800-267-8331
Fax: 905-570-1183

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

Other Locations

910 Queenston Road
Stoney Creek, Ontario
L8G 1B5

275 James street North
Hamilton, Ontario
L8P4V2

Publications

Other
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Tax Planning Involving Family Trusts
Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.
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.
Protecting Baby Boomers from Increasing Risk
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Current News / Affairs
Brexit - A Most Unexpected Outcome
Education and Knowledge
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.