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Tax Planning Strategies

Tax Slips Overview

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.

Les retraités migrateurs canadiens et l’impôt américain

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

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

Liste de contrôle pour la planification financière de fin d’année

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.

Des stratégies pour minimiser l’impôt sur les gains en capital

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.

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Having a TFSA works

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.

Marceau, Lalonde, Gauthier Wealth Advisory

Learn more about our team's background and client services.

Digital Security - Keeping your personal and account information safe

This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.

Wealth Planning Facts & Figures

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

Estate & Succession Planning

Estate Information Organizer

An essential Estate organizer.

Probate Planning

An overview of probate planning and fees.

Executor's Task List

If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform.

Digital Assets and Your Estate Plan

Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.


Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Economic and Market Updates

Equity and Fixed Income Strategy

Strategic commentary on fixed income and an overview of fixed income markets.

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

The Goods

A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.

Portfolio Strategy

Strategic commentary and an overview of financial markets.


Focus is a weekly financial digest.

Education and Knowledge

Contribution Reminder for Your RRSP / TFSA / RESP

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.