Managing Your Wealth

2022 Tax Documents Overview and Schedule

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.

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.

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.

Why Consolidating Your Accounts Make Sense

Joanne Coker, Wealth Advisor

Wealth Themes provides timely articles on a variety of wealth planning topics. This month we feature articles that discuss strategies and considerations for wealth protection, and how to optimize your charitable giving strategy with insurance.

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