- Our Approach
- About Us
- My Thoughts
- Contact Me
Senior Investment Counsellor & Portfolio Manager
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
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.
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...