Boris Nikolovsky
Portfolio Manager, Investment Advisor
Tel: 905-372-4551
Toll Free: 866-290-2434
Boris Nikolovsky
Tanya Doxtator
Address
210 Front Street
Belleville, ON
K8N 2Z2
Map
BMO Bank of Montreal
62 King Street West
Cobourg, ON
K9A 2L9
| Tax Planning Strategies | |
| Strategies to Minimize Capital Gains Tax | |
| Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains. | |
| Canadian Snowbirds and U.S. Income Tax | |
| Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident. | |
| Financial Planning Year-End Checklist | |
| As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019. | |
| 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. | |
| Tax & Estate Planning Consequences of Investing in U.S. Securities | |
| This article is written for Canadian residents investing in U.S. securities. Cross-border taxation and U.S. estate tax are both very complex. Accordingly, investors and potential investors should consult their own independent professional tax advisors, who specialize in these areas. | |
| Eligible Dividends | |
| This 3-page summary explains the tax consequences and rules affecting dividends. Even tax-conscious investors may not appreciate how the changes to the taxation of eligible dividends may impact their after-tax returns. | |
| 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. | |
| 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. | |
| Managing Your Wealth | |
| Why Consolidating Your Accounts Makes Sense | |
| Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security. | |
| Our Services | |
| A comprehensive list of benefits that we offer to our clients. | |
| Why Clients Choose Boris Nikolovsky | |
| Providing professional advice and peace of mind investing since 1998. | |
| Managed Portfolio Account Overview | |
| Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly documented needs and goals. | |
| Aging Bull Underscores Benefit of Active Management | |
| A thoughtful piece with evidence to support an active investment strategy may be wise at this point in the cycle. (Author: Stephen C. Dolce, Senior Portfolio Manager, SEI Investments Management) | |
| Periodic Table of Asset Class Returns | |
| Asset class returns are unpredictable. Excellent advice is about risk management employing prudent construction to ensure diversification. | |
| The Personal Balance Sheet | |
| Insights into financial priorities on the roadmap of life. | |
| Boris Nikolovsky, Portfolio Manager | |
| Boris has achieved his Portfolio Manager designation. Find out more about his expanded service and capabilities. Take your investing to the next level. | |
| Snowbird's Financial Toolkit | |
| Find out more about our Snowbird's Financial Toolkit. | |
| Why Consolidating Your Accounts Makes Sense | |
| Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| 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. | |
| Estate & Succession Planning | |
| Why Pets Belong in Your Estate Plan | |
| In the event that your pet outlives you, it’s important to consider who might take over responsibility for their care. | |
| Education and Knowledge | |
| Canadian Ownership of U.S. Realty Property | |
| This article briefly outlines the Canadian and U.S. income and estate tax implications for a Canadian resident (who is not a U.S. citizen or Green Card holder) who purchases U.S. real property as a vacation property, and includes a summary of potential ownership structures when considering a U.S. real property purchase. | |
| Eduation Planning - For the Children in Your Life | |
| Education planning should be an important component of your overall family wealth management plan. | |
| Common Investment Terms | |
| A useful reference guide to common financial terms. | |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP | |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
