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Victor Chan CFP, CIM, CFDS, FCSI

Investment Advisor, Financial Planner

Tel: 519-977-6619
Fax: 519-256-3093

Victor Chan CFP, CIM, CFDS, FCSI
Colleen Thorpe
Lorraine Bortolin

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

Contact Me

Publications

Education and Knowledge
The Importance of Active Portfolio Management
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.
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.
Economic and Market Updates
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Focus
FOCUS: A Weekly Financial Digest
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent 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.
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.
Managing Your Wealth
2018 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.
Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
New Tax Rules May Affect Your Estate Plan
New tax legislation which originated from the 2014 Federal Budget will take effect on January 1, 2016. These changes will have significant implications for existing and future testamentary, spousal, alter-ego and joint-partner trusts, as well as affecting testamentary charitable gifts. This article provides a brief summary of the upcoming changes.
Consider Tax-Loss Selling in Your Year-End Planning
This article explains how tax-loss selling works, and what to consider before implementing the strategy.
Newsletter
Summer 2018
Spring 2018
Winter 2018
Autumn 2017