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
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 | |
