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Garett Surcon
Tim Mahoney
Jessica Hughes
Mark Moulson
Kurtis Massey

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1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Economic and Market Updates
2019 Federal Budget Review
Investment Insights
Our Quarterly News Letter.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Personal Tax
Strategies to Minimize Capital Gains Tax
Is a Professional Corporation Right for You?
How Investment Income is Taxed
2018 Tax Documents - Overview & Schedule
Personal Tax Calendar 2019
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 2019 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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.
Financial Planning
Why Consolidating Your Accounts Makes Sense
Wealth Planning Document Checklist
Trusted Advice for Life
An Investment Strategy for Every Life Stage
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Retirement Planning
Potential Retirement Income Sources
2-10 Years to Retirement
Checklist - Less than 2 Years to Retirement
Checklist - Living in Retirement
Reitrement Expense Worksheet
CPP, RRIF, & OAS Considerations
Registered Products Guide
Education Planning
Taking Money Out of an RESP
RESP - Your Contributions and Grants
Education Savings Options Chart
Estate & Succession Planning
The Why & When of Wills
Executor's Task List
Designating Beneficiaries
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
Insurance Planning
Disability Income Insurance
Critical Illness & Long-Term Care Insurance
BMO Estate & Insurance Advisory Services