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Ryan Coburn

Vice President, Co-Branch Manager, Portfolio Manager & Wealth Advisor

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

Ryan Coburn
Carlee Plettl
Jocelyn Leeds

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Publications

Other
Summer 2018 High Level Investment Report
Winter/Spring 2018 High Level Investment Report
Fall 2017 High Level Investment Report
Spring & Summer 2017 High Level Investment Report
Winter 2017 High Level Investment Report
Fall 2016 High Level Investment Report
Summer 2016 High Level Investment Report
Spring 2016 High Level Investment Report
Winter 2016 High Level Investment Report
Fall 2015 High Level Investment Report
Summer 2015 High Level Investment Report
Spring 2015 High Level Investment Report
Winter 2015 High Level Investment Report
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.
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.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
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.
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.
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.