Skip Navigation

Contact Us

Mark Hougen
Traci Meades
Maria Savino-Woroniuk
Clark Sutter

Address
BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
Map

Taxation

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.
Pension Income-splitting Provides Tax Planning Opportunities for Couples
The pension income-splitting rules provide an effective, yet simple, strategy to lower family taxes. Being able to split pension income provides an opportunity for couples to reduce their overall family tax bill by taking advantage of a spouse’s or common law partner’s lower marginal tax rate where retirement incomes are disproportionate.
Tax Tips for Investors 
Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill. Please note that this article should not be construed as tax advice and individuals should consult with a tax advisor regarding their personal situation. 
Eligible Dividends
This report provides an overview of the taxation of eligible dividends in light of recent changes.
Pension Income Splitting for Couples
The pension income-splitting rules provide an opportunity for couples to reduce their overall family tax bill. 
Donating Appreciated Securities
With proper planning, you can redice your total income tax liability and maximize the value of your donation. 
Taxation on US Investments
Withholding taxes and U.S. estate taxes can have a negative impact on your portfolios and if ignored, can be the reason for not reaching your investment goals. In addition, the T1135 foreign income verification statement is an added compliance burden when filing your tax return.
A Guide to the Principal Residence Exemption 
This publication provides an overview of the exemption and outlines many of the common issues encountered in its application.