Jeff Horne
Laura Murray
Luwam Ghezehei
Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map
Publications
| Other | |
| Executor Task List | |
| 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 2019 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| Year-End Tax Planning Tips | |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. | |
| Tax Slips Overview | |
| In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates. | |
| Personal Tax Calendar 2020 | |
| 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 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. | |
| Managing Your Wealth | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Equity Research Strengths & Distinctions | |
| Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas. | |
| Economic and Market Updates | |
| Global Equity Weekly | |
| A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Investment Strategy: 2020 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Education and Knowledge | |
| Estate Preservation | |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP | |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. | |
