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Matthew H.J. Dyck

Matthew H.J Dyck BA CFP PFP

Tel: 604-535-4307
Fax: 604-535-4320

Matthew H.J. Dyck

Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Other Locations

Suite #270
1959 152nd Street
White Rock, B.C.
V4A-9E3

Contact Me

Publications

Economic and Market Updates
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Focus
Focus is a weekly financial digest.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Evaluating Portfolio Performance
The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
Managing Your Wealth
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.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Insurance Considerations
Insurance Considerations for Business Owners and Incorporated Professionals
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
Tax Planning Strategies
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.
Education and Knowledge
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .