Gillian Vincent
Senior Private Banker
Tel:
705-734-1931
Address
90 Collier St
Suite 104A
Barrie , ON
L4M 0J3
Map
Publications
| Tax Planning | |
| A Guide to the Principal Residence Exemption | |
| Financial Planning | |
| Wealth Management for Physicians: Because your financial health matters. | |
| Our “One Wealth” team creates solutions that respect the nuances of your profession, and address the opportunities and potential challenges associated with your personal wealth. We can help you with complex banking and borrowing needs; investment management, wealth planning concerns, business succession strategies, and trust and estate services. In short, we can help provide you with the right solution, regardless of the complexity of your needs. | |
| Business Advisory & Succession Planning | |
| 5 Mistakes in Selling a Business | |
| Selling their company is usually the largest and most challenging financial transaction of a business owner’s life. For most owners, selling a business only happens once and selling the business represents the culmination of their life’s work. Often the business bares their name and holds a place in their heart right next to the kids. For these reasons, selling the business is not just a technically challenging process, it’s also emotionally complex. | |
| COVID-19 Update | |
| Update on Canada’s COVID-19 Economic Response Plan | |
| July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions. | |
| Beware of the Parallels Between Today and the Great Depression | |
| May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century. | |
| 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. | |
| 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. | |
| Managing Your Wealth | |
| Managing Finances and Navigating Employment in the Gig Economy | |
| Addressing some of the challenges faced by Gig workers, and provides estate and tax considerations, along with tips to succeed in the Gig economy. | |
| Days of Wine and Roses … and Prenups | |
| For recently engaged couples the future looks promising, filled with wedded bliss and happily-ever-after. However, in love and marriage, the law giveth and the law taketh away. This article discusses how a prenuptial agreement (also referred to as a marriage contract) can help protect your assets from being “taken” in the event of a divorce. | |
| Having a TFSA works | |
| Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner. | |
| Estate & Succession Planning | |
| “Stress Testing” Your Estate Plan in a Time of Crisis | |
| April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals. | |
| Economic and Market Updates | |
| Monthly Market Commentary - Lesley Marks | |
| The monthly Global Markets Commentary, prepared by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the markets. | |
| Wealth Experience Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Education and Knowledge | |
| Next Gen with Vice Money | |
| The latest millennial content presented by BMO in partnership with VICE . | |
| BMO Experts Share Their Most Important Investment Lessons | |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. | |
