Publications

You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.

Words from rock icon, and ‘baby boomer,’ David Bowie, heed an important reminder to those contemplating the later stages of life – “As you get older, the questions come down to about two or three. How long? And what do I do with the time I’ve got left?” The relevance of this wisdom can’t be overemphasized as baby boomers, individuals born between 1946 and 1964, begin to realize that, in fact, “time may not be on their side” and they start entering the stage of life where the risks of critical illness, incapacity and death increase. Implementing a proactive approach to protecting your wealth, health and property requires some diligence and planning, but the good news is that your BMO Nesbitt Burns Investment Advisor can help

Strategic commentary and an overview of financial markets.

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

Our experts provide an overview of recent global events and their impact on the markets.

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.

A formalized savings plan that uses a registered plan, such as a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or a Registered Retirement Income Fund (RRIF), is one of the soundest ways to realize your retirement goals. Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.

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.

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.

The table below outlines the 2025 top combined Federal and provincial/territorial marginal personal tax rates. The rates apply to taxable incomes over $253,414 in all jurisdictions, with the exception of the following thresholds: $259,829 in British Columbia; $362,961 in Alberta; $400,000 in Manitoba; $500,000 in Yukon; and $1,128,858 in Newfoundland and Labrador

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2024 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

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

We are committed to helping you reach your financial objectives. Whether you are buying your first home or considering your retirement investment choices, there are registered plans and services that can help you save for your goals on a tax assisted basis. This guide provides an overview of the benefits of registered plans and how they fit into your financial situation.

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