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Home
About Us
Our Team
Our Partners
Our Approach
Portfolio Management
BMO Private Wealth
Directions to Our Branch
Insights
Newsletter & Commentary
Economic and Market Updates
Managing Your Wealth
Podcasts
Online
Gateway-Online Access
Online Contributions
Tax Planning
Tax Planning
Tax Free Savings Account
Contact Us
☰
Home
About Us
Our Team
Our Partners
Our Approach
Portfolio Management
BMO Private Wealth
Directions to Our Branch
Insights
Newsletter & Commentary
Economic and Market Updates
Managing Your Wealth
Podcasts
Online
Gateway-Online Access
Online Contributions
Tax Planning
Tax Planning
Tax Free Savings Account
Contact Us
Managing Your Wealth
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Estate Information Organizer
Protecting Your Wealth
You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.
Protecting Your Wealth
Donating Appreciated Securities
The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction of giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Donating Appreciated Securities
Taking Money Out Of An RESP
This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.
Taking Money Out Of An RESP