Adresse
BMO Nesbitt Burns
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Carte
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»
