BMO Nesbitt Burns
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March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Learn about how various types of investment income is taxed
Information regarding U.S. estate and withholding taxes
Information regarding how ownership of foreign assets may affect your estate tax bill.
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.
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
This is a helpful resource summarizing important tax, retirement and estate planning information.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Strategic commentary and an overview of financial markets.
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
This report provides an overview on the taxation of eligible dividends, in light of recent changes.