Demystifying the new First Time Home Savers Account

If you're looking to save money to buy your first home, you may have heard about the new FHSA account. However, there's been a lot of discussion about what this account can and cannot do. This guide (English French) offers all the information you need to understand the benefits and limitations of this investment tool, and how it may be incorporated into your investment portfolio. 

Tax Planning Strategies

Find our 2023 Tax Tips for Investors.

The 2023 Wealth Planning Facts & Figures summary.

Find out how to Minimize Capital Gains Tax.

Tips and tricks for Canadian Snowbirds and U.S. Income Tax.

Thinking of Donating an appreciated securities.


Education and Knowledge

Discover the BMO Smart Investing Podcast.

Explore all that is BMO Capital Markets.

Understand Exchange Traded Funds, ETFs.

Security alerts: Learn what to look for.

Learn how to practice Digital Hygiene.

See how you can Take emotions out of investing.

Read about How our brains make us bad investors.

2023 Tax Reporting Guide


Managing Your Wealth

See Our Promise to safeguard your future.

How Laddered Bonds can remove uncertainty of interest rates.

Find out about TFSAs, what they are and how they work.

Make banking between Canada and the U.S. a breeze.


Estate & Succession Planning

Ideas for preparing your last will and testament.

Digital Assets and your Estate Plan.

Wills that work.