Publications

Don't Fall in Love with Stocks! Valentine's Edition

October doesn't have to be Scary!

Fall 2023 Client Update

It has been a pretty good year! - Fall 2019

Libra's and Bitcoin and Bullion, Oh My! - Spring Summer 2019

When is it Time to Leave the Party? - Summer 2018

It's not all about the Stock Market - Winter Spring 2018

November is Financial Literacy Month - Fall 2017

Bitcoin & Cryptocurrencies: Fad or For Real? - Spring/Summer 2017

Have you stuck to your New Years' Resolution? - Winter 2017

This is Going to Be Huge? - Fall 2016

Brexit, Brexit! Read All About It! - Summer 2016

"Loonie" Tunes - Spring 2016

New Year Resolutions: Watch Your Waste - Winter 2016

Was this October a "Trick" or a "Treat"? - Fall 2015

What a Summer! - Summer 2015

Your Executor: What have you signed them up for? - Spring 2015

Active Portfolio Management

Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.

BMO Wealth Insights: Perspectives on Canadian Real Estate

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.

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.