Batch Flick Wealth Management Group
Tel:
519-646-1180
Toll Free:
800-265-4195
Address
BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
Map
Tax Planning Strategies | |
The CRA’s Foreign Reporting Requirements | |
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada. | |
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. | |
Personal Tax Calendar 2020 | |
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. | |
Managing Your Wealth | |
Wealth Themes | |
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
Estate & Succession Planning | |
Estate Information Organizer | |
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
Education and Knowledge | |
Contribution Reminder for Your 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. | |
Networth Newsletter | |
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics. | |