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Todd Hummel

Investment Advisor

Tel: 250-655-2210
Toll Free: 1855-743-6457
Fax: 250-655-2212

Todd Hummel

Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
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Publications

Other
Locked-In Retirement Plans
Preferred Shares - An Introduction October 2014
Wealth Management Solutions
Quadrant Program
Architect Program
Understanding the Basic RRSP Rules
RRIFs - Tips and Considerations new
Strategies for Your Retirement
TFSA
RESP & CESG
Pension Income Splitting
Maximize your Retirement Income
RRIF Payout schedule
RRSP Rules
IPPs
U.S. Tax -Can You Afford to Play the Waiting Game?
Understanding Capital Losses
Strategies to Minimize Capital Gains
How Investment Income is Taxed
Insured Annuity
Convert taxable dividends into tax free dividends
Registered Asset Preservation Plan
Trusts for Protection and Tax Savings
Tax Planning for an Inheritance
Donating Appreciated
Charitable Giving Program
Charitable Giving
Canadian Snowbirds
Wealth Management is a family affair
Wealth Transfer
U.S. Estate Tax for Canadians
Tax and Estate Consequences of U.S. Investing
Keep the Cottage in the Family
Your Plan for the Family Vacation Property
Probate Fees and Taxes
Fixed Reset Preferred Shares
Wealth Management Consulting
Tax Planning Strategies
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
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
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Education and Knowledge
Net Worth Fall 2016