Skip Navigation

Contact Us

Irene Yan
Kevin Lai
Owen Lee
Yvonne Cheng

Tel: 780-945-5249
Toll Free: 800-661-7423

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Publications

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.
Personal Tax Calendar 2018
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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.
Ten Financial Resolutions for 2018
As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, and position you for financial success in 2018.
Fee for Advice Solutions
The attached article provides an overview of BMO Nesbitt Burns’ comprehensive selection of fee for advice programs.
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.