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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.
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. 
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.
Managing Your Wealth
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.
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.
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.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
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