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Home
About Us
Our Team
Our Partners
About BMO Nesbitt Burns
Directions to Our Branch
Portfolio Management
Our Approach
Managed Portfolio Account
Commentary Research
Commentary & Newsletter
Economic and Market Updates
Managing Your Wealth
Online
Podcasts
Gateway-Online Access
Online Payment Instructions
Tax Planning
Tax Free Savings Account
Personal Tax Calendar
Tax Tips for Investors
Contact Us
☰
Home
About Us
Our Team
Our Partners
About BMO Nesbitt Burns
Directions to Our Branch
Portfolio Management
Our Approach
Managed Portfolio Account
Commentary Research
Commentary & Newsletter
Economic and Market Updates
Managing Your Wealth
Online
Podcasts
Gateway-Online Access
Online Payment Instructions
Tax Planning
Tax Free Savings Account
Personal Tax Calendar
Tax Tips for Investors
Contact Us
Managing Your Wealth
Managing Your Wealth
February 14, 2023
Our Team – Brad Aulthouse & Andrew Bandler
Our Services - Trusted Investment Advice
Our Services - Trusted Investment Advice
Why Consolidating Your Accounts Makes Sense
Why Consolidating Your Accounts Makes Sense
Managed Portfolio Account Overview
Managed Portfolio Account Overview
Preferred Plus Account
Preferred Plus Account
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures
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
Tax Planning Strategies
Donating Appreciated Securities
Donating Appreciated Securities
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
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 child could graduate with the added stress of carrying significant student debt before they’ve even secured their first job.
Education Planning