Publications

Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - DA Marketing

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 - DA Marketing

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 - DA Marketing

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.

Wealth Planning Facts & Figures

September 2, 2022 - DA Marketing

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

Research

Rates Scenario

September 14, 2022 - DA Marketing

Rates Scenario

Economic and Market Updates

Portfolio Strategy

September 2, 2022 - DA Marketing

Strategic commentary and an overview of financial markets.

Global Equity Weekly

September 2, 2022 - DA Marketing

Equity and Fixed Income Strategy

November 28, 2022 - DA Marketing

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

Investment Strategy: 2022 Market Outlook

September 2, 2022 - DA Marketing

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