Bonnie Cheung
Senior Private Banker
Tel:
604-665-7310
Tel:
604-351-8384
Fax:
604-665-7461
Address
595 Burrard St
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map
Publications
| COVID-19 Update | |
| COVID-19 Podcast | |
| February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world. | |
| Five Best Practices for Business Owners During Uncertain Times | |
| April 30, 2020: The COVID-19 crisis has created an uncertain time for business owners, regardless of the industry in which they operate. Given these challenging times, the BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively. | |
| Post-Pandemic Economy: Building a Bridge | |
| April 17th: While policymakers, markets, and businesses are all still dealing with the effect and extent of the deep economic downturn, attention is turning to what the economy will look like after the storm. Special report prepared by BMO Capital Markets Economic Research. | |
| Perspectives on Investing & the Covid-19 Impact | |
| April 6, 2020: The impact of the COVID-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times. | |
| Extra-ordinary Measures for Extra-ordinary Times | |
| March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic. | |
| Tax Planning Strategies | |
| 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. | |
| How Investment Income is Taxed | |
| When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada. | |
| Tax Planning Involving Family Trusts | |
| Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication. | |
| 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. | |
| Managing Your Wealth | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. | |
| Wealth Planning for Uncertain Times | |
| April 30, 2020: In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable. | |
| Insurance Considerations | |
| Insurance Considerations for Business Owners and Incorporated Professionals | |
| Estate & Succession Planning | |
| What Happens When a Canadian Resident Dies? | |
| What Happens When a Canadian Resident Dies? discusses what happens to the assets of a deceased Canadian resident from a tax and estate perspective. | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| Estate planning for complex family dynamics | |
| Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning. | |
| Economic and Market Updates | |
| Federal Fall Economic Statement | |
| Ottawa’s Fall Economic Statement reveals a brighter federal fiscal picture than the Budget of nine months ago, opening the door for some new policy measures. And, as widely expected, the centrepiece of the update was a major-league ramping up of depreciation allowances on business capital spending. This big-ticket item (which will alone cost almost $5 billion in FY19/20), along with a sprinkling of other measures, will more than absorb the moderate revenue windfall, with the budget deficit now expected to tick up slightly in the next fiscal year (which begins next April). Read On… | |
