Financial Planner, Portfolio Manager
Fax:
403-382-3497
Tel:
403-331-2028
Toll Free:
855-649-1888
BMO Nesbitt Burns
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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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.
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.
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.
Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Strategic commentary and an overview of financial markets.