Mark Purcell
Dave Yanick
Grant Powers
Chrissy Billy
Sean Haslett
Karen Young
Tel:
250-339-1703
Address
BMO Nesbitt Burns
1771 Comox Ave Suite 204
Comox, BC
BMO Nesbitt Burns
585 England Avenue
Courtenay, BC
V9N 2N2
BMO Nesbitt Burns
996 Shoppers Row
Campbell River, BC
V9W 2C5
BMO Nesbitt Burns
4729 Marine Avenue
Powell River, BC
V8A 2L2
Resources
| Tax Planning Strategies | |
| Completing Your 2019 Income Tax Return – Checklist | |
| As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. | |
| 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. | |
| 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 | |
| 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 | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Are All Fees Created Equally? | |
| With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives. | |
| 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 | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Focus | |
| Focus is a weekly financial digest. | |
| Education and Knowledge | |
| Impact of Sequence of Returns on Your Retirement Portfolio | |
| This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings. | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
