Skip Navigation

Contact Us

Faisal Hassan
Brad Fox
Erik Olesen
Suzanne Probyn
Tanishq Chatterjee

Fax: 416-590-7601
Tel: 416-590-7620
Toll Free: 1 800-567-2626

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3

Education & Knowledge

Education and Knowledge
Net Worth - Summer 2020
A potential strategy used by owners of family businesses to transfer wealth or implement a succession plan to manage the tax liabilities on a transfer or death is to “freeze” the value of their shareholdings during lifetime.
Net Worth - Spring 2020
In response to the COVID-19 outbreak, on March 18, 2020 the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several of these measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses. The aid package includes a deferral of certain tax return filing deadlines, deferral of certain personal and corporate tax liabilities, a 25% reduction in the required 2020 RRIF minimum withdrawals and wage subsidies for Canadian businesses.
Net Worth - Winter 2019
As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, and position you for financial success in 2020.
Net Worth - Spring 2019
On March 19, Finance Minister Bill Morneau unveiled the Liberal Government’s fourth Federal Budget entitled “Investing in the Middle Class”. The key themes of the Budget include housing, training, pharmacare, secure retirement and tax fairness and integrity.
Net Worth - Winter 2018
A windfall can be defined as the unexpected or unplanned acquisition of financial assets that alters the recipient’s financial position. This can be a welcome surprise, but the pressure of managing and dealing with a significant amount of money can also be an unforeseen burden.
NetWorth - Fall 2018
In this issue of net worth: creating wealth through business improvements and 2018 year-end tax planning tips.
Net Worth - Summer 2018
In this issue of net worth: make better investment choices by understanding and reducing bias and US Estate Tax - Impact to Canadians of recent US Tax Reform.
Net Worth - Summer 2017
In this issue of net worth: Complex family dynamics call for clear and effective estate planning, Love and Marriage and... Contracts, and Who will take care of my pets when I die?
Net Worth - Spring 2017
In this issue of net worth: 2017 Federal Budget Summary and Tax Filing Updates
Net Worth - Fall 2016
In this issue of net worth: education planning, navigating your retirement income streams, relocation to the United States, and Executor vs. Trustee.
Net Worth - Summer 2016
In this month's issue: • Do you have a retirement game plan? • Personal Holding Companies - Taxation of Investment Income.
Net Worth - Spring 2015
In this issue of Net Worth, topics covered include the value of a financial plan, your income tax refund, and newe rules in the most recent federal budget that affect your estate plan.
Net Worth - Summer 2015
My Summer Newsletter is now available. This quarter features an in depth, 2015 Federal Budget review and the advantages of designating a beneficiary.