Eric Wong, CFA
Director, Senior Investment Counsellor
Tel:
780-408-0170
Address
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map
Publications
| 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. | |
| 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. | |
| Other | |
| Wealth Insights Magazine | |
| 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. | |
| Tax Planning Strategies | |
| Separation, Divorce and Your Financial Plan | |
| 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. | |
| 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. | |
| Personal Tax Calendar 2020 | |
| 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. | |
| Tax Proposals Affecting Private Corporations | |
| 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. | |
| 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. | |
| Economic and Market Updates | |
| Equity and Fixed Income Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| 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 | |
| Networth Newsletter | |
| A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics. | |
| Next Gen with Vice Money | |
| The latest millennial content presented by BMO in partnership with VICE . | |
