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Peter Gordon
Paul Larsh
Rhonda Blanch

Tel: 416-359-4084

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

Tax Planning Strategies
Networth Newsletter
Although the winter holidays are over, generosity and gifting are still in the air. A client asks: “Can I protect gifts I give to my children?” Sure, we answer, just ask us how first, in order to gift responsibly.
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
Managing Your Wealth
2016 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Ten Financial Resolutions for 2017
As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, increase your net worth, and position you for financial success in 2017.
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
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
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.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Current News / Affairs
2017 Federal Budget Review
On March 22, Finance Minister Bill Morneau unveiled the Liberal government's second Federal Budget entitled "Building a Strong Middle Class" which continues with many of the themes outlined in the Liberal election platform and last year's Federal Budget. The Budget anticipates a deficit of $23 billion for fiscal 2016-17 and forecasts a deficit of $28.5 billion for 2017-18.