Philip Virene
Judy Mellor, CFP
Tel:
705-949-1124
Tel:
705-949-5003
Toll Free:
800-303-3261
Fax:
705-949-8081
Address
BMO Nesbitt Burns
390 Bay Street
Elgin Tower, 5th Floor
Sault Ste. Marie, ON
P6A 1X2
Map
Tax Planning Strategies | |
Tax Slips Overview | |
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates. | |
Personal Tax Calendar 2021 | |
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day. | |
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. | |
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 | |
Wealth Planning Facts & Figures | |
This is a helpful resource summarizing important tax, retirement and estate planning information. | |
Wealth Themes | |
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
Estate & Succession Planning | |
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. | |
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 | |
Digital Assets and Your Estate Plan | |
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan. | |
Planning for the Family Vacation Property | |
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation. | |
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 | |
Portfolio Strategy | |
Strategic commentary and an overview of financial markets. | |
Global Equity Weekly | |
A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
Focus | |
Focus is a weekly financial digest. | |
Equity and Fixed Income Strategy | |
Strategic commentary on fixed income and an overview of fixed income markets. | |