Managing Your Wealth

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.

This is a helpful resource summarizing important tax, retirement and estate planning information.

At BMO Nesbitt Burns, we have all of your wealth management needs covered. Learn more about our full complement of wealth solutions for clients.

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.