Tax Planning Strategies

2023 Tax Documents Overview and Schedule

November 1, 2022 - __Marketing HQ

The 2023 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.

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.

Pour passer ses hivers aux États-Unis, il ne suffit pas d’avoir son passeport en main et de faire ses valises. Les retraités migrateurs (résidents du Canada qui passent une partie de l’année aux États-Unis) doivent savoir qu’il leur faudra peut-être payer de l’impôt sur le revenu aux États-Unis au même titre qu’un résident permanent de ce pays.

Programme de dons de bienfaisance de BMO

October 31, 2022 - __Marketing HQ

Créer un héritage durable au moyen de la solution philanthropique personnalisée de BMO.

La fin de l’année approche à grands pas. Il peut donc être opportun de réfléchir aux possibilités de placement et de passer en revue votre stratégie de planification de fin d’année et les astuces qui peuvent vous aider à réduire votre impôt pour 2018 et à préparer une année 2019 fructueuse.

Vers la fin de l’année, bien des investisseurs examinent leur portefeuille de placements pour déterminer l’impact fiscal des gains et pertes en capital réalisés durant l’année.

Managing Your Wealth

Having a TFSA works

September 2, 2022 - __Marketing HQ

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.

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.

2024 Wealth Planning Facts & Figures

September 2, 2022 - __Marketing HQ

This is a helpful resource summarizing important tax, retirement and estate planning information.

As a client of BMO Nesbitt Burns Inc., your dedicated BMO Nesbitt Burns Investment Advisor takes pride in helping you manage your wealth and reaching your financial goals. You trust us with your most confidential information, as well as safeguarding the wealth that you’ve worked hard to build. We take this responsibility seriously and have protections in place to safeguard your assets. Beyond our internal controls, BMO Nesbitt Burns is a member of the governing bodies of our industry and, as such, operates its business in strict adherence to the regulations, policies and bylaws dictated by these governing organizations.