Halley Georgas
Investment Advisor
Tel: 416-928-1240
Toll Free: 1800-924-0558
Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map
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. | |
| Federal Budget Review 2018 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| Managing Your Wealth | |
| 2018 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Economic and Market Updates | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| Investment Strategy: 2019 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
