Daniel Sumner
Director and Senior Investment Counsellor
Tel:
306-934-5610
Fax:
306-934-5699
Address
101 2nd Ave N
Saskatoon, SK
S7K 2A9
Map
Publications
| Tax Planning Strategies | |
| 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. | |
| Tax Planning for the Family Farm | |
| This article details two tax planning strategies available when transferring a Canadian farm property to the next generation of family farmers. | |
| Estate & Succession Planning | |
| Preparing Your Last Will and Testament | |
| The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. | |
| Estate Planning for Unique Assets | |
| This article provides estate planning considerations for unique and unusual assets, to assist an executor in the administration and transfer of these assets. | |
| Economic and Market Updates | |
| 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. | |
| Talking Points | |
| Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets. | |
| Education and Knowledge | |
| 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. | |
| Registered Retirement Savings Plans | |
| Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them. | |
