Jordan Trydal
Financial Planner, Portfolio Manager
Fax: 403-382-3497
Tel: 403-331-2028
Toll Free: 855-649-1888
Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
Map
Publications
| COVID-19 Update | |
| In the Eye of the Coronavirus and Oil Storm | |
| March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio. | |
| Perspectives on Investing & the Covid-19 Impact | |
| April 6, 2020: The impact of the COVID-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times. | |
| Canada’s COVID-19 Economic Response Plan | |
| April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions. | |
| Tax Planning Strategies | |
| Completing Your 2019 Income Tax Return – Checklist | |
| As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. | |
| 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. | |
| Managing Your Wealth | |
| Fee for Advice Solutions | |
| The attached article provides an overview of BMO Nesbitt Burns’ comprehensive selection of fee for advice programs. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| 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. | |
| Monthly Market Commentary | |
| The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets. | |
| Education and Knowledge | |
| Investment Advice | |
| This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. | |
