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Karen O'Coin
Krista Hann
Scott Walker
Lindsay Chalmers

Tel: 705-326-0891
Toll Free: 877-296-6956

Address
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
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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.
Economic and Market Updates
Investment Strategy: 2019 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.