Director, Senior Investment Counsellor
BMO Private Wealth
10175 101 St NW
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.
The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture.
Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses.
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 should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
The federal government released an important tax consultation paper on July 18, 2017. The consultation paper outlined proposed policy responses for certain tax planning strategies involving private corporations that it perceives unfairly reduce personal taxes of high income earners through a variety of tax reduction strategies unavailable to other Canadians.
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 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.
This is a helpful resource summarizing important tax, retirement and estate planning information.
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.
Strategic commentary on equities and an overview of financial markets.
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
The latest millennial content presented by BMO in partnership with VICE .