Investment Advisor and Financial Planner
Tel: 250-405-2184
Fax: 250-405-2189
Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
Map
BMO Shelbourne Branch
3616 Shelbourne St.
Victoria, BC
V8P5J5
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 | |
2019 Wealth Planning Facts & Figures | |
This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
Having a TFSA works | |
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner. | |
Economic and Market Updates | |
Focus | |
FOCUS: A Weekly Financial Digest | |
Portfolio Strategy | |
Strategic commentary and an overview of financial markets. | |