David Hajjar
Investment Advisor
Tel: 780-408-0071
Fax: 780-408-0073
Toll Free: 1800-661-7423
Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map
394 St. Albert Trail
St. Albert, AB
T8N 5J9
Publications
| Tax Planning Strategies | |
| Year-End Tax Planning Tips | |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. | |
| Canadian Snowbirds and U.S. Income Tax | |
| Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules. | |
| 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. | |
| Economic and Market Updates | |
| 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. | |
| Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Education and Knowledge | |
| 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. | |
| Registered Retirement Income Funds | |
| Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make. Click to read on about how you can benefit from an RRSP. | |
