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Home
Meet Our Team
Our Team
Our Partners
Directions To Our Branch
Chartered Financial Analyst
Newsletter & Commentary
Our Clients
Our Clients
Our Approach
Financial Planning
Financial Planning
Tax Free Savings Account
Publications & Podcasts
Research & Market Updates
Managing Your Wealth
Wealth Experience Podcast
Gateway
Contact Us
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Home
Meet Our Team
Our Team
Our Partners
Directions To Our Branch
Chartered Financial Analyst
Newsletter & Commentary
Our Clients
Our Clients
Our Approach
Financial Planning
Financial Planning
Tax Free Savings Account
Publications & Podcasts
Research & Market Updates
Managing Your Wealth
Wealth Experience Podcast
Gateway
Contact Us
Managing Your Wealth
Tax Planning Strategies
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
2023 Personal Tax Calendar
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.
Tax Tips For Investors
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.
Tax Slips Overview
Managing Your Wealth
As a client of BMO Nesbitt Burns Inc., your dedicated BMO Nesbitt Burns Investment Advisor takes pride in helping you manage your wealth and reaching your financial goals. You trust us with your most confidential information, as well as safeguarding the wealth that you’ve worked hard to build. We take this responsibility seriously and have protections in place to safeguard your assets. Beyond our internal controls, BMO Nesbitt Burns is a member of the governing bodies of our industry and, as such, operates its business in strict adherence to the regulations, policies and bylaws dictated by these governing organizations.
Your Assets are Safeguarded at BMO Nesbitt Burns Inc.
Wealth Themes provides timely articles on a variety of wealth planning topics. This month we focus on the impact of emotional intelligence and behavioural finance on our investment decisions. We also include an article to assist in having healthy discussions about family wealth with your adult children and, with the new school year fast approaching, information on the increased RESP withdrawal limits.
Wealth Themes
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.
Having a TFSA works
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures