Tax Planning Strategies

Consider Tax Loss Selling In Your End Planning
Consider Tax Loss Selling In Your End Planning
Donating Appreciated Securities
Donating Appreciated Securities
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. For investors who have realized significant capital gains, this article examines various strategies to help reduce the impact of a potential tax liability of these gains, regardless of whether they were the result of a voluntary or involuntary sale.
Strategies to Minimize Capital Gains Tax
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.
Tax Tips For Investors
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.
Tax Slips Overview

Managing Your Wealth

Managed Portfolio Account Overview
Managed Portfolio Account Overview
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures

Education and Knowledge

Why Consolidating Your Accounts Make Sense
Why Consolidating Your Accounts Make Sense