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Garett Surcon
Tim Mahoney
Jessica Hughes
Mark Moulson
Shane Verity

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1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Personal Tax
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
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.
Financial Planning
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Estate & Succession Planning
Executor's Task List
Family Estate Planning Meeting Guide
Estate Information Organizer
Economic and Market Updates
Investment Insights
Our Quarterly News Letter.
Portfolio Strategy
Strategic commentary and an overview of financial markets.