Skip Navigation

Glenn Bowie

Vice President, Portfolio Manager, Investment Advisor

Glenn Bowie
Chris Thome
Ma Cristina Gooc

Fax: 780-415-5026
Toll Free: 1 800-661-7423
Tel: 780-415-5035

Address
BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

BMO Nesbitt Burns
BMO Bank of Montreal Windermere
1215 Windermere Way
Edmonton, AB
T6W 2P3

BMO Nesbitt Burns
BMO Bank of Montreal Fort Smith
82 Breynat Street
Fort Smith, NWT
X0E 0P0

Contact Me

Publications

Publications
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.
Managing Your Wealth
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.
Education and Knowledge
Contribution Reminder for Your RRSP / TFSA / RESP
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.