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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

Other Locations

BMO Bank of Montreal
62 King Street West
Cobourg, ON
K9A 2L9

Contact Me

Tax Planning Strategies
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.
Strategies to Minimize Capital Gains Tax
This article examines various strategies to reduce the impact of a potential tax hit on realized capital gains as well as other related considerations of the voluntary or involuntary sale of a security or other investment resulting in the realization of a capital gain.
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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
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.
2018 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.
Research
Quarterly Market Review
Our BMO Nesbitt Burns analysts offer their comments and review of the 2nd quarter of 2018.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Portfolio Strategy
The "Made in China" Correction: Market volatility has increased of late as concerns around Chinese economic growth and the associated downdraft in commodity prices have taken hold. The BMO Nesbitt Burns Portfolio, Action and Research Team provides some longer term perspective in their latest Portfolio Strategy.
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.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
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.