Gillian Chandler
Wealth Advisor, Portfolio Manager, CIM
Toll Free:
1 800-227-9842
Tel:
416-359-6185
Address
BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
Publications
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Tax Planning Strategies
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.
Wealth Planning
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Estate & Succession Planning
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.
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Education and Knowledge
Networth Newsletter
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
