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Robert Lacey
Bradley Eizenga
Kyle Kootstra
Ana Kleer
Sue Mole
Sherone Benwell
Chantelle Amicone

Tel: 519-258-2701

Address
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
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Publications

Education and Knowledge
The CRA's Foreign Reporting Requirements
If the aggregate cost of your foreign assets exceeded CDN$100,000 at any time during the year, you are required to complete and file Form T1135 (Foreign Income Verification Statement) with the CRA.
Registered Retirement Income Funds
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.
Impact of Sequence of Returns on Your Retirement Portfolio
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
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.
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.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Tax Planning Strategies
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.
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 2020
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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.
COVID-19 Update
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.