Home
Our Services
Our Services
Investment Management
Planning Solutions
Team Members
Team Members
Rick Hughes, CPA, CA, CIM
James Annis, CIM, FMA
Simon Couvrette, CPA, CA, CFP
Sean Nikitin, CIM, CFP
Kari Van de Mosselaer
Amy Bertrand
Our Partners
Publications
Links
Learn More
Directions
How To Become A Client
Contact Us
Home
Our Services
Our Services
Investment Management
Planning Solutions
Team Members
Team Members
Rick Hughes, CPA, CA, CIM
James Annis, CIM, FMA
Simon Couvrette, CPA, CA, CFP
Sean Nikitin, CIM, CFP
Kari Van de Mosselaer
Amy Bertrand
Our Partners
Publications
Links
Learn More
Directions
How To Become A Client
Contact Us
☰
Home
Our Services
Our Services
Investment Management
Planning Solutions
Team Members
Team Members
Rick Hughes, CPA, CA, CIM
James Annis, CIM, FMA
Simon Couvrette, CPA, CA, CFP
Sean Nikitin, CIM, CFP
Kari Van de Mosselaer
Amy Bertrand
Our Partners
Publications
Links
Learn More
Directions
How To Become A Client
Contact Us
Publications
COVID-19 Update
Other
September 12, 2022
Tax and Estate Consequences of Investing in U.S. Securities
September 2, 2022
Canadian Ownership of U.S. Real Property
November 27, 2023
Investment Strategy: 2024 Market Outlook
Tax Planning Strategies
September 12, 2022
Tax Tips For Investors
September 2, 2022
Canadian Snowbirds and U.S. Income Tax
Managing Your Wealth
December 5, 2018
BMO Wealth Institute Report
August 17, 2022
_Wealth Themes
September 2, 2022
2024 Wealth Planning Facts & Figures
Research
September 14, 2022
Rates Scenario
September 5, 2022
Equity Research Strengths & Distinctions
Economic and Market Updates
July 3, 2023
Investment Strategy
November 28, 2022
Investment Strategy Summary
September 2, 2022
Global Equity Weekly
September 2, 2022
The Goods
September 1, 2022
Eligible Dividend Income