Tax Planning is Important All Year Around

Tax planning should be a year round activity. It’s important to be mindful of all potential tax saving strategies available to you, and how tax rules can affect your investments and after-tax return. Let our team of experts help to uncover tax savings strategies and tips.

Tax Documents Overview and Schedule

Depending on your investment holdings and account activity, you could receive a variety of tax slips that you’ll need to prepare your annual tax return. To help simplify your tax preparation efforts we are providing a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates.


Tax Tips for Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. Being up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. The attached article provides an overview of select strategies to assist you in reducing your tax bill.


Thinking Ahead with Our Personal Tax Calendar

While we are aware of the 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. The attached calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning.