Jordan Trydal
Financial Planner, Associate Portfolio Manager
Fax: 403-382-3497
Tel: 403-331-2028
Toll Free: 855-649-1888
Jordan Trydal
Jocelyn Leeds
Carlee Plettl
Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
Map
Publications
| Tax Planning Strategies | |
| 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 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 | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| 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 | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
| Equity Strategy | |
| Strategic commentary on equities 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. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial 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. | |
