Publications

Tax Planning Strategies

2023_Personal Tax Calendar

September 2, 2022 - _Marketing HQ

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

Tax Tips For Investors

September 12, 2022 - _Marketing HQ

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 Slips Overview

September 12, 2022 - _Marketing HQ

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.

The CRA’s Foreign Reporting Requirements

September 12, 2022 - _Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Estate & Succession Planning

Planning for the Family Vacation Property

September 2, 2022 - _Marketing HQ

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Economic and Market Updates

Equity and Fixed Income Strategy

November 28, 2022 - _Marketing HQ

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

FOCUS

September 2, 2022 - _Marketing HQ

FOCUS

Education and Knowledge

Periodic Table of Asset Class Returns

September 1, 2020 - _Marketing HQ

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.