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Director and Senior Investment Counsellor
BMO Private Wealth
1340 Pickering Parkway
Pickering , ON
If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident
A handy two-pager with all of the relevant rates, withdrawal schedules, contribution limits, etc, for 2021
A comprehensive guide to one of the most important tax breaks offered to Canadians
This publication briefly outlines the two methods for employees claiming 2020 home office expenses.
Prescribed rate loans are a popular strategy for shifting investment income from someone in a higher marginal tax rate to someone in a lower marginal tax rate. Learn more...