Online Access

BMO Nesbitt Burns Gateway®

September 13, 2022 - __Marketing HQ

This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.

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.

Managing Your Wealth

RRIFs - Tips and considerations

April 21, 2023 - __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.

How Investment Income is Taxed

September 13, 2022 - __Marketing HQ

When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.

Consider Tax-Loss Selling in Your Year-End Planning

Economic and Market Updates

Investment Strategy Summary

November 28, 2022 - __Marketing HQ

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

Rates Scenario

September 14, 2022 - __Marketing HQ

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

Estate & Succession Planning

Preparing Your Last Will and Testament

September 2, 2022 - __Marketing HQ

The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.

Estate Information Organizer

September 2, 2022 - __Marketing HQ

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

Probate Planning

October 17, 2022 - __Marketing HQ

An overview of probate planning and fees.