Tax Planning

Overview of the Proposed Changes to the Capital Gains Inclusion Rate

The 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate. This article briefly outlines some key implications of this proposal for various taxpayers and offers potential planning considerations for those impacted.
Overview of the Proposed Changes to the Capital Gains Inclusion Rate

The After-Tax Advantage of Discount Bonds

The After-Tax Advantage of Discount Bonds
The After-Tax Advantage of Discount Bonds

Financial Planning

Importance of Estate Planning

You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.
Importance of Estate Planning

Retirement Expense Worksheet

As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.
Retirement Expense Worksheet

2025 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2025 Wealth Planning Facts & Figures

Investment Strategy and Economics

Investment Strategy

Strategic commentary and an overview of financial markets.
Investment Strategy

Investment Strategy: 2025 Market Outlook

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Investment Strategy: 2025 Market Outlook

Rates Scenario

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Rates Scenario

Focus

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.
Focus

Charitable Giving