Publications

At BMO Private Wealth, we understand women and their unique financial challenges. Let’s talk about your money – on your terms.

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).

Words from rock icon, and ‘baby boomer,’ David Bowie, heed an important reminder to those contemplating the later stages of life – “As you get older, the questions come down to about two or three. How long? And what do I do with the time I’ve got left?” The relevance of this wisdom can’t be overemphasized as baby boomers, individuals born between 1946 and 1964, begin to realize that, in fact, “time may not be on their side” and they start entering the stage of life where the risks of critical illness, incapacity and death increase. Implementing a proactive approach to protecting your wealth, health and property requires some diligence and planning, but the good news is that your BMO Nesbitt Burns Investment Advisor can help

Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate