Jack Gilfillan
Peter Finnegan
Anne Desgagnés
Theresa Donovan
Tel: 613-547-0291
Toll Free: 1800-558-4696
Address
67 Brock Street
Kingston, ON
K7L 1R8
Map
| Tax Planning Strategies | |
| 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. | |
| Canadian Snowbirds and U.S. Income Tax | |
| Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident. | |
| 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. | |
| A Guide to Principal Residence Exemption | |
| This publication provides an overview of the exemption and outlines many of the common issues encountered in its application. | |
| Managing Your Wealth | |
| Peter Finnegan, Portfolio Manager | |
| Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy is designed and managed according to your clearly documented needs and goals. Find out more about what Peter Finnegan offers his clients as a Portfolio Manager. | |
| An Owner's Manual to Investing | |
| Please review this piece from time to time, particularly when markets are falling. | |
| Why Consolidating Your Accounts Makes Sense | |
| Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts whit one Investment Advisor can help simplify your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security. | |
| 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. | |
| 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. | |
| 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. | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
