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Randy Carriere CIM, FCSI
Jason Carriere CIM, FCSI
Karen Hawthorn

Tel: 866-427-6102

Address
90 Collier Street
Suite 104A
Barrie, ON
L4M 0J3
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Publications

Other
Strategies to Your Retirement Savings Plan
Living to 100: The Four Keys to Longevity
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.
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.
Estate & Succession Planning
Estate Information Organizer
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.