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Robert Chalanchuk
Sahar Farajollahi
Kirstin Mazza

Fax: 604-443-1530

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Publications

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Automatic Enrollment for eStatements
eStatements are extremely convenient, and an example of our commitment to delivering in a safe and secure way documents relating to your account activity. That’s why beginning with your March 2016 statement, you will no longer receive paper copies of your individual* account statements in the mail. Please see attached for complete details, and to review the Consent to Electronic Delivery.
Survey Results
In November 2014 we asked our clients to let us know how we are doing and how we could improve ourselves. To review our results and our progress since the survey, please follow the above link.
Managed Portfolio Account Program
Canadian Ownership of US Real Property
Tax Planning Strategies
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes.
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
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Chalanchuk Quarterly Insight - Q1 2018
Chalanchuk Quarterly Insight - Q2 2018