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Home
About Us
Our Team
Our Partners
Gallery & News
About BMO Nesbitt Burns
Our Services
Why Choose Us?
Our Approach
Managed Portfolio Account
Global Sustainable Investing
Articles-Newsletter
Newsletter - Commentary
Manage Your Wealth
Research & Market Updates
Cross Border Banking
Online Resources
Podcasts
Gateway
Online Payment Instructions
Tax Planning
Personal Tax Calendar
Tax Free Savings Account
Tax Tips For Investors
Contact Me
☰
Home
About Us
Our Team
Our Partners
Gallery & News
About BMO Nesbitt Burns
Our Services
Why Choose Us?
Our Approach
Managed Portfolio Account
Global Sustainable Investing
Articles-Newsletter
Newsletter - Commentary
Manage Your Wealth
Research & Market Updates
Cross Border Banking
Online Resources
Podcasts
Gateway
Online Payment Instructions
Tax Planning
Personal Tax Calendar
Tax Free Savings Account
Tax Tips For Investors
Contact Me
Manage Your Wealth
Education and Knowledge
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Investing Handbook
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.
2022-2023 Contribution Reminder
Estate & Succession Planning
Pet owners generally view their pet as a faithful companion and a member of the family. But have you considered what will happen if your pet outlives you? Without proper planning, your pet may face an uncertain fate.
Why Pets Belong in Your Estate Planning
If making changes to your estate plan is on your “to-do list,” it is important to be aware of several amendments that were introduced as of January 1, 2022 to estate legislation in Ontario. The Ontario government recently passed the Accelerating Access to Justice Act (“Bill 245”) which includes changes to the way Wills are interpreted and how your Will can now survive you after saying “I Do” at the altar.
A Look at Recent Changes to Ontario Estate Law
Managing Your Wealth
Our Services
Our Services
Explore the benefits of professional advice
Explore the Benefits of Professional Advice
Managed Portfolio Account Overview
Managed Portfolio Account Overview
Wealth Themes provides timely articles on a variety of wealth planning topics. This month we feature articles that focus on planning strategies for your wealth management plan and what might be included in the 2023 Federal budget.
Wealth Themes
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Having a TFSA works
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures
Tax Planning Strategies
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 Tips For Investors
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.
Canadian Snowbirds and U.S. Income Tax
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. For investors who have realized significant capital gains, this article examines various strategies to help reduce the impact of a potential tax liability of these gains, regardless of whether they were the result of a voluntary or involuntary sale.
Strategies to Minimize Capital Gains Tax
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.
Tax Slips Overview
Education Planning
Most parents hope their children will pursue higher education – and for good reason. A post-secondary education can prepare your child for a fulfilling career, lead to enhanced earnings potential and, ultimately, steer them on the path to a successful and rewarding life. However, if adequate savings are not in place for post-secondary education, your children could graduate with the added stress of carrying significant student debt before they’ve even secured their first job.
Education Planning For the Children in Your Life