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Diane Mehagan

Wealth Advisor & Financial Planner

Tel: 807-343-1906
Toll Free: 1800-461-4191
Fax: 807-345-6741

Diane Mehagan
Coral Mihalick
Clara Neves

Address
1127 Barton St.
Thunder Bay, ON
P7B 5N3
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Tax Planning Strategies
BMO Charitable Giving Program
The BMO Charitable Giving Program, allows you to create a flexible and customized philanthropic solution that will have a lasting impact on causes that matter to you and your family.
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.
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.
Federal Budget Review 2019
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.
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.
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.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Preferred Plus Account
Preferred Plus seamlessly consolidates your BMO Nesbitt Burns investment account with a BMO Bank of Montreal bank account; providing you with direct access to the cash held in your investment account - and a preferred rate on your cash balances.
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
Digital Assets and Your Estate Plan
Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Focus
FOCUS: A Weekly Financial Digest
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
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.