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Jacob Ennis
Christine Chan

Tel: 416-359-4084
Tel: 416-993-4754

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100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Tax Planning Strategies
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.
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.
Donating Appreciated Securities
5 Reasons To Be Nice to Your Insurance Agent
Registered Retirement Savings Plan
Philanthropy and Giving Back - Your Giving Strategy
Prescribe Rate loan
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.
Managing Your Wealth
Estate Information Organizer
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Estate & Succession Planning
Alter Ego and Joint Partner Trusts
Alter-Ego Trusts, which are set up for individuals, and Joint-Partner Trusts, which are set up for spouses (including common law couples), are often used as Will substitutes by many high net worth families. These Trusts are inter-vivos trusts, created during the lifetime of the settlor (the person who sets up the Trust). They offer complete confidentiality while providing important tax benefits, creditor protection and incapacity planning.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Education and Knowledge
Networth Newsletter
A potential strategy used by owners of family businesses to transfer wealth or implement a succession plan to manage the tax liabilities on a transfer or death is to “freeze” the value of their shareholdings during lifetime.