Skip Navigation

Contact Us

Sherry Richardson
Peggy Lo
Brad Malazdrewicz

Tel: 403-261-9521

Address
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Publications

Tax Planning Strategies
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.
Managing Your Wealth
Understanding Risk
The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it.
Protecting Baby Boomers from Increasing Risk
Estate & Succession Planning
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.
Economic and Market Updates
BMO ETF Portfolio Strategy Report
This report highlights our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds. Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six.
Education and Knowledge
BMO Experts Share Their Most Important Investment Lessons
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.
Accessing U.S. Diversification Through Leading BMO Solutions
This article outlines why U.S. diversification is so important and recommends a number of BMO U.S. investment options.