Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

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.

The CRA’s Foreign Reporting Requirements

September 12, 2022 - __Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Managing Your Wealth

BMO Wealth Institute Report

December 5, 2018 - __Marketing HQ

Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.

2024 Wealth Planning Facts & Figures

September 2, 2022 - __Marketing HQ

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

Research

Rates Scenario

September 14, 2022 - __Marketing HQ

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

Economic and Market Updates

Investment Strategy

July 3, 2023 - __Marketing HQ

Strategic commentary and an overview of financial markets.

Global Equity Weekly

September 2, 2022 - __Marketing HQ

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.

Investment Strategy Summary

November 28, 2022 - __Marketing HQ

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

Investment Strategy: 2024 Market Outlook

November 27, 2023 - __Marketing HQ

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.