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Contact Us

Marc O. Poirier
Julie C. Harris, PFP
Carrie Forrester

Address
1 Central Avenue
Wolfville, NS
B4P 2A7
Map

Publications

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.
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.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.