Yujie Liu
Cherry Liu
Shirley Tse
Tel:
905-305-0603
Tel:
416-590-7676
Tel:
905-305-8766
Address
BMO Nesbitt Burns
3985 Highway 7 East
Suite 301
Markham, ON
L3R 2A2
Map
BMO Nesbitt Burns
3985 Highway 7 East
Suite #301
Markham, ON
L3R 2A2
BMO Nesbitt Burns
4881 Yonge St.
9th Floor
North York, ON
M2N 5X3
Tax Planning Strategies | |
Tax Slips Overview | |
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates. | |
Personal Tax Calendar 2021 | |
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day. | |
Completing Your 2019 Income Tax Return – Checklist | |
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. | |
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. | |
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 Planning Facts & Figures | |
This is a helpful resource summarizing 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. | |
BMO Wealth Institute Report | |
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. | |
Research | |
Rates Scenario | |
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
Economic and Market Updates | |
Portfolio Strategy | |
Strategic commentary and an overview of financial markets. | |
Investment Strategy: 2021 Market Outlook | |
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
Wealth Experience Podcast | |
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
Eligible Dividend Income | |
This report provides an overview on the taxation of eligible dividends, in light of recent changes. | |
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 | |
Contribution Reminder for Your RRSP / TFSA / RESP | |
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long. | |
Registered Retirement Income Funds | |
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF. | |
Investing Handbook | |
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
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. | |
Investment Advice | |
This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. | |
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. | |