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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
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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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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
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.
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.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 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