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Q3 2018 EdgePoint Investment Commentary
Commentary provided & written by EdgePoint (www.edgepointwealth.com)
Tax Planning Strategies
Donating Appreciated Securities
The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction we feel when giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Education and Knowledge
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.