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 | |
| 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. | |
| 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. | |
| 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. | |
| Tax Considerations for Canadians Moving to the U.S. | |
| If you’re a Canadian resident considering moving to the U.S., there are some important tax considerations associated with this decision, including steps you can take to become a non-resident for Canadian income tax purposes. | |
| 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. | |
| Strategies to Minimize Capital Gains Tax | |
| This article examines various strategies to reduce the impact of a potential tax hit on realized capital gains as well as other related considerations of the voluntary of involuntary sale of a security or other investment resulting in a realization of a capital gain. | |
| How Investment Income is Taxed | |
| When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada. | |
| Eligible Dividends | |
| This 3-page summary explains the tax consequences and rules affecting dividends. Even tax-conscious investors may not appreciate now the changes to the taxation of eligible dividends may impact their after-tax returns. | |
| 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. | |
| Managing Your Wealth | |
| Peter Finnegan, Portfolio Manager | |
| Peter has achieved his Portfolio Manager designation. Find out more about his expanded service and capabilities. Take your investing to the next level. | |
| 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. | |
| Education and Knowledge | |
| New Canadian Mortgage Rules Bare Teeth | |
| Ottawa is getting serious about reining in the Vancouver and Toronto housing markets and household debt growth. New measures to curb speculative foreign investment and riskier mortgage lending take full aim at the explosive price gains in the “Terrible Two”. Accelerating prices have not only put both markets at risk of a correction but have forced many households to take on more debt. | |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP | |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
