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Kurt McLeod
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Sandy Hajar

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T5J 3S4

Individual Pension Plans: A Retirement Solution for Business Owners

Posted on: March 28, 2018

In light of recent federal government tax proposals designed to offset tax planning strategies within private corporations, many business owners and incorporated professionals are re-visiting the viability of investing passively through their corporation and considering Individual Pension Plans (“IPPs”) to help them save for retirement...

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Important Investment Lessons Learned the Hard Way

Posted on: November 1, 2017

Making the right investment decisions can be challenging. Whether you’re a seasoned professional or just starting out, many investors admit that they’ve made a few mistakes along the way. To demonstrate this point, we asked four of our most experienced partners at BMO Financial Group to share the important lessons they’ve learned during their careers as investment professionals...

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Fixed Income Investing: What You Should Know About Bonds

Posted on: August 4, 2017

Investors often neglect to diversify the fixed income portion of their investment portfolio, and may hold only a handful of bonds, often selected based on yield-to-maturity rather than a risk-return perspective...

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Asset Allocation and How You Can Benefit From A Core-Satellite Investment Approach

Posted on: July 13, 2017

Studies suggest that this one decision may account for up to 90% of your investment returns...

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