Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

September 12, 2022 - __Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

Tax Slips Overview

September 12, 2022 - __Marketing HQ

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Research

Rates Scenario

September 14, 2022 - __Marketing HQ

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.

Equity Research Strengths & Distinctions

September 5, 2022 - __Marketing HQ

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

Economic and Market Updates

Equity and Fixed Income Strategy

July 3, 2023 - __Marketing HQ

Strategic commentary and an overview of financial markets.

Equity and Fixed Income Strategy Summary

November 28, 2022 - __Marketing HQ

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

Global Equity Weekly

September 2, 2022 - __Marketing HQ

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.

The Goods

September 2, 2022 - __Marketing HQ

The Goods, BMO's monthly commodity price publication.

Education and Knowledge

Registered Retirement Income Funds

September 1, 2022 - __Marketing HQ

A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.

First Home Savings Account

March 29, 2023 - __Marketing HQ

In the 2022 Federal budget, the Canadian government proposed the introduction of the tax-free First Home Savings Account (“FHSA”). This new registered plan enables prospective first-time home buyers to contribute up to $40,000 toward saving for their first home on a tax-free basis. Similar to a Registered Retirement Savings Plan (“RRSP”), contributions to an FHSA are tax-deductible, and withdrawals to purchase a first home – including from investment income – are non-taxable, like a Tax-Free Savings Account (“TFSA”).