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Tammy Slugoski
Kristin MacKay

2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8


Tax Planning Strategies
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
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.
How Investment Income Is Taxed
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 Advisory Chart
This document provides the facts and figures for contribution limits, CPP, OAS, GIC, RRIF withdrawals, RESP limited and other important dates.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and 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.
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 & Succession Planning
Estate Planning
Executors Task List
A helpful guide for executors
Economic and Market Updates
FOCUS: A Weekly Financial Digest
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Portfolio Management
Education and Knowledge
Locked-in Retirement Plans
If you belong to a vested pension plan, your pension can be transferred to a locked-in registered account (LIRA). At retirement or by your 71st birthday the funds must be rolled into an income plan. This brochure provides details your options.
RESPs ~ Taking Money Out
Learn more about the benefits of a Tax Free Savings Plan. Get one working for you!
RRIFs ~ Registered Retirement Income Funds
This publication details information on RRIF accounts including the minimum withdrawal % factors. By age 71 you must roll your RRSP into a RRIF.
The Family Vacation Property ~ Your Cottage
Many Canadians know the joys of owning a cottage and wish to pass the ownership and enjoyment to the next generation. Designing a succession plan can be challenging as often these properties hold sentimental and monetary value. Here are some concepts to consider.