Comme gestionnaire de portefeuille, il existe plusieurs éléments du marché qu'on doit prendre en compte lorsqu'on fournit un service à la clientèle supérieur. Une fois par mois, le Groupe D'Amico Gestion de Patrimoine Familial de BMO Nesbitt Burns organise des conférences de petits-déjeuner avec des professionels juridiques ou financiers pour présenter des sujets pertinents à notre société d'aujourd'hui.
le 3 juin, 2020 - Paul Ryan
le 6 mai, 2020 - Nancy Cleman
le 4 mars, 2020 - "The Effects of Trusts on the Family Patrimony and Partnership of Acquests"
le 5 février, 2020 - "The Tax on Split-Income (TOSI) Rules: Perils and Planning"
le 8 janvier, 2020 - “Recent Developments in Tax Litigation (new Quebec sanctions for GAAR and shams, new Quebec Voluntary Disclosure rules, recent jurisprudence, CRA and RQ audit powers and rectification of transactions)”
2019
le 4 décembre, 2019 - "Pipelines, 88(1)(d) bumps, and Post-mortem Tax Planning: Where are we now?"
le 6 novembre, 2019 - “Family Law : Patrimonial and Corporate implications for married couples and recent developments regarding unjust enrichment for “de facto” spouses”.
le 16 octobre, 2019 - "The Canadian and US Tax Issues of Doing Business in the US as a Canadian"
le 11 septembre, 2019 - «Is the Tax Payer Bill of Rights only a Public Relations Exercise?»
le 5 juin, 2019 - «The Three Most Common Estate Litigation Issues»
le 22 mai, 2019 - «How Commercial Banking Can Help You And Your Clients»
le 8 mai, 2019 - «Power of Attorney and Mandates of Incapacity»
le 27 mars, 2019 - «A few lessons learned from Estate Practitioners»
le 27 février, 2019 - «Tips and Traps to avoid Estate Litigation»
le 30 janvier, 2019 - «Recent Developments in Tax Litigation, Tax Administration, International Compliance and Voluntary Disclosures»
2018
le 9 mai, 2018 - «Tax Planning Opportunitites for Private Corporations and their Shareholders: The 2018 Federal Budget and Beyond»
Conférences à venir pour l'année 2020
le 9 septembre, 2020 - Patricia Fourcand & Emily Kisselle 3 juin, 2020 - Paul Ryan
le 6 mai, 2020 - Nancy Cleman
Conférences précédentes
2020le 4 mars, 2020 - "The Effects of Trusts on the Family Patrimony and Partnership of Acquests"
le 5 février, 2020 - "The Tax on Split-Income (TOSI) Rules: Perils and Planning"
le 8 janvier, 2020 - “Recent Developments in Tax Litigation (new Quebec sanctions for GAAR and shams, new Quebec Voluntary Disclosure rules, recent jurisprudence, CRA and RQ audit powers and rectification of transactions)”
2019
le 4 décembre, 2019 - "Pipelines, 88(1)(d) bumps, and Post-mortem Tax Planning: Where are we now?"
le 6 novembre, 2019 - “Family Law : Patrimonial and Corporate implications for married couples and recent developments regarding unjust enrichment for “de facto” spouses”.
le 16 octobre, 2019 - "The Canadian and US Tax Issues of Doing Business in the US as a Canadian"
le 11 septembre, 2019 - «Is the Tax Payer Bill of Rights only a Public Relations Exercise?»
le 5 juin, 2019 - «The Three Most Common Estate Litigation Issues»
le 22 mai, 2019 - «How Commercial Banking Can Help You And Your Clients»
le 8 mai, 2019 - «Power of Attorney and Mandates of Incapacity»
le 27 mars, 2019 - «A few lessons learned from Estate Practitioners»
le 27 février, 2019 - «Tips and Traps to avoid Estate Litigation»
le 30 janvier, 2019 - «Recent Developments in Tax Litigation, Tax Administration, International Compliance and Voluntary Disclosures»
