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Home
Team Members
Team Members
About BMO Nesbitt Burns
Commentary-Newsletter
Managed Portifolios
Our Philosophy
Managed Portfolio Account
Managed and Fee Based Portfolios
Research
Research & Market Updates
Manage Your Wealth
Links
Learn More
Directions to Our Branch
Gateway-Online Access
Online Payment Instructions
Tax Free Savings Account
Personal Tax Calendar
Contact Us
☰
Home
Team Members
Team Members
About BMO Nesbitt Burns
Commentary-Newsletter
Managed Portifolios
Our Philosophy
Managed Portfolio Account
Managed and Fee Based Portfolios
Research
Research & Market Updates
Manage Your Wealth
Links
Learn More
Directions to Our Branch
Gateway-Online Access
Online Payment Instructions
Tax Free Savings Account
Personal Tax Calendar
Contact Us
Manage Your Wealth
Tax Planning Strategies
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
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. For investors who have realized significant capital gains, this article examines various strategies to help reduce the impact of a potential tax liability of these gains, regardless of whether they were the result of a voluntary or involuntary sale.
Strategies to Minimize Capital Gains Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax
Donating Appreciated Securities
Donating Appreciated Securities
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
The attached article, Take the Guesswork Out of Interest Rates With a Laddered Bond Strategy, explains the benefits of bond ladders and provides strategies for implementing a laddered bond strategy within your portfolio.
Take the Guesswork Out of Interest Rates With a Laddered Bond Strategy
Managed Portfolio Account Overview
Managed Portfolio Account Overview
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
Banking on Both Sides of the Border
Banking on Both Sides of the Border
Estate & Succession Planning
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Preparing Your Last Will and Testament
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Digital Assets and Your Estate Plan
Will and Estate Planning
Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family will be taken care of, and your financial affairs will be in order and administered according to your wishes. An important key element of any estate plan is a Will.
Wills that Work
Education and Knowledge
At BMO, we take your security seriously. We are committed to respecting and protecting the privacy and confidentiality of the personal information you entrust to us. It is also important to know how to keep your information secure. This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud. Please be reminded that these are suggestions and we recommend that you speak to a technology professional about your digital security.
Digital Security: Keeping Your Personal and Account Information Safe
Understanding Exchange-Traded Funds
Understanding Exchange-Traded Funds