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Troy Lalonde
Martin Gauthier
Francois Marceau
John Cleary
Cindy Charlebois
Dan Mano
Ashley Tessier

Tel: 1-800-526-0473
Tel: 613-938-5646

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Cornwall, ON
K6J 1A1
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Publications
Tax Planning Strategies
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
Les retraités migrateurs canadiens et l’impôt américain
Pour passer ses hivers aux États-Unis, il ne suffit pas d’avoir son passeport en main et de faire ses valises. Les retraités migrateurs (résidents du Canada qui passent une partie de l’année aux États-Unis) doivent savoir qu’il leur faudra peut-être payer de l’impôt sur le revenu aux États-Unis au même titre qu’un résident permanent de ce pays.
Programme de dons de bienfaisance de BMO
Créer un héritage durable au moyen de la solution philanthropique personnalisée de BMO.
Liste de contrôle pour la planification financière de fin d’année
La fin de l’année approche à grands pas. Il peut donc être opportun de réfléchir aux possibilités de placement et de passer en revue votre stratégie de planification de fin d’année et les astuces qui peuvent vous aider à réduire votre impôt pour 2018 et à préparer une année 2019 fructueuse.
Des stratégies pour minimiser l’impôt sur les gains en capital
Vers la fin de l’année, bien des investisseurs examinent leur portefeuille de placements pour déterminer l’impact fiscal des gains et pertes en capital réalisés durant l’année.
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.
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.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Marceau, Lalonde, Gauthier Wealth Advisory
Learn more about our team's background and client services.
Digital Security - Keeping your personal and account information safe
This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Education and Knowledge
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.
Contribution Reminder for Your RRSP / TFSA / RESP
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.