Ryan Coburn

Vice President, Branch Manager, Portfolio Manager & Wealth Advisor

Fax: 403-382-3497
Tel: 403-382-3498
Toll Free: 855-649-1888

Address

BMO Nesbitt Burns
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Publications

High Level Investment Reports

Current News / Affairs

The Importance of Active Portfolio Management

It’s important that investors monitor the level of risk within their portfolios and, when necessary, make adjustments to their asset mix. While risk cannot be eliminated completely, it can be controlled through regular portfolio reviews and rebalancing your portfolio at the asset, sector and security level. The Importance of Active Portfolio Management explains the types of investment risk and strategies to help you reduce their impact on your portfolio.

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

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.

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.

Tax Planning Strategies

Canadian Snowbirds and U.S. Income Tax

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.