Sean Trueland
Pamela Turnbull
Helen Fraser
Andrea Mastantuono
Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map
Publications
| Tax Planning Strategies | |
| Federal Budget Review 2018 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| Getting Organized for 2018 | |
| 2018 Personal Tax Calendar ~ Your 2017 Tax Documents – Overview and Schedule ~ The Common Reporting Standard and Your Financial Information | |
| 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. | |
| Economic and Market Updates | |
| 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. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| Investment Strategy: 2019 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Education and Knowledge | |
| The Perils of Appointing a Non-Resident Trustee | |
| Joint Ownership of Property: Pros & Cons | |
| Your Plan for the Family Vacation Property | |
| Canadian Snowbirds and U.S. Income Tax | |
| U.S. Estate Tax For Canadians | |
| How Investment Income Is Taxed | |
| Donating Appreciated Securities | |
| What are your potential retirement income sources? | |
| Executors Task List | |
| Transferring your business to the next generation | |
| Is it Wise to Make Gifts to Adult Children? | |
| Pension Income Splitting For Couples | |
| Trueland Wealth Advisors Newsletter Fall 2017 | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Estate & Succession Planning | |
| Estate planning for complex family dynamics | |
| Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing 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. | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
