A.John Lindsay

Vice President & Senior Investment Counsellor

Tel: 613-564-6803
Fax: 613-564-6007
Tel: 613-240-1937

Address

BMO Private Wealth
340 Albert Street
Suite 1310
Ottawa, ON
K1R 7Y6
Map

Contact Me

Publications

COVID-19 Update

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.

Economic and Market Updates

Global Markets Commentary

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.

Client Podcast: Brian Belski’s Market Outlook for 2021

In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the unprecedented nature of 2020 and challenges that remain for 2021. BMO Capital Markets’ recent publication, 2021 Market Outlook, is also attached to this invitation.