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Julie Edwards
Patty Collins
Evan Kalynchuk, MBA, CFP

Tel: 604-870--5550

Address
Abbotsford
202 - 32988 South Fraser Way
Abbotsford, BC
V2S 2A8

Publications

Other
Bull and Bear Market Facts
Historical data on the ups and downs of investing from 1956 to December 2018.
Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
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.
2019 Tax Documents Overview and Schedule
Tax Slip Overview and Schedule for the 2019/2020 Tax Season.
How Investment Income is Taxed
The different types of investment income and how they are taxed.
Managing Your Wealth
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
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Education and Knowledge
Networth Newsletter - Winter 2020
Our quarterly newsletter.