Resources for Clients

These are some key resources that our team thinks clients would be interested in and a taste of the hundreds of resources that we possess to keep you informed about markets and different plans for keeping your finances secure and in good standing. If you want further resources on a topic you see below, or want to see more publications regarding other topics of interest to you please reach out to one of our team members so that we can assist you.

Thank you for Banking with BMO Nesbitt Burns and entrusting our team at AGP Wealth Management to manage your portfolio and investments. 

Importance of Estate Planning

You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.
Importance of Estate Planning

Capital Gains Tax Update - What You Need to Know Now

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).
Capital Gains Tax Update - What You Need to Know Now

Canadian Snowbirds and U.S. Income Tax

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax

Preparing Your Last Will and Testament

The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Preparing Your Last Will and Testament