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The Drybrough Jessiman Group
Michelle Kaebe
Patrick Jessiman

Tel: 204-949-2262

Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Publications

Tax Planning Strategies
Personal Tax Calendar 2018
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Tax Proposals Affecting Private Corporations
The federal government released an important tax consultation paper on July 18, 2017. The consultation paper outlined proposed policy responses for certain tax planning strategies involving private corporations that it perceives unfairly reduce personal taxes of high income earners through a variety of tax reduction strategies unavailable to other Canadians.
Estate & Succession Planning
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Current News / Affairs
Brexit - Special Report from Economics
With 100% of the votes counted, 51.9% of registered Britons voted for the U.K. to leave the European Union, while 48.1% voted to remain a member (Chart 1). (Turnout: 72%.) It looks like the polls over the past couple of weeks weren’t far off after all, much to the surprise of financial markets.
Education and Knowledge
Impact of Sequence of Returns on Your Retirement Portfolio