Kanyika Mangachi
Director and Sr. Investment Counsellor
Tel:
514-877-3941
Fax:
514-286-7226
Kanyika Mangachi
Wendy Velasquez
Address
1250 boul. René-Lévesque Ouest
Bureau 4600
Montréal, QC
H3B 4W8
Map
Publications
| Tax Planning | |
| 2021 Personal Tax Calendar | |
| Philanthropy | |
| Building Your Legacy Using a Private Foundation | |
| Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren, by involving them and other family members in your giving strategy and family legacy. | |
| Business Advisory & Succession Planning | |
| Considering Business and Family | |
| Is your personal wealth strategy as refined as your business strategy? Managing your business and family wealth strategies can present a number of financial, personal, business and emotional challenges, especially in times of change or uncertainty. | |
| 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. | |
| A Time To Sell: Preparing Your Business For A Potential Sale | |
| As a business owner, the decision of when to sell your business must be carefully planned, and included as part of a long-term succession planning strategy. Planning for the sale well in advance allows you to prepare your business to ensure you’re in a position of strength to negotiate and maximize the proceeds of the sale. | |
| 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 | |
| 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. | |
| Education and Knowledge | |
| Federal Budget Highlights and Analysis | |
| High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist | |
