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Scott Currie
Kent Cookman
Dave Barta
Tammy McBride
Sandra Day

Tel: 250-390-5607

Address
9, 6908 North Island Highway
Nanaimo, BC
V9V 1P6
Map

Publications

Other
A Case Study on Trusts for a Surviving Spouse
A Guide to Granting Powers of Attorney
Appointing a Corporate Executor
Canadian Ownership of US Real Property
Estate Information Organizer
Executor's Task List
How Investment Income Is Taxed
Joint Ownership of Property: Pros & Cons
Net Worth Newsletter - Fall/Winter
Pension Income Splitting - Tax Planning Options
Reiterating our Optimism on the Economy and Equity
RESP - Taking Money out
RESPs - Education Savings
Retirement Analysis Questionnaire
Strategies to Minimize Capital Gains Tax
Support for Executors
Tax Tips For Investors
The Continuing Power of Attorney for Property
Trust Planning for the Disabled
Trustee Services
Trusts for Protection and Tax Savings
US Estate Tax for Canadians
Who Will Make Your Financial Decisions...?
Wills That Work
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
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.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.