Publications

Research

Equity Research Strengths & Distinctions

September 5, 2022 - __Marketing HQ

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

Economic and Market Updates

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).

The 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate. This article briefly outlines some key implications of this proposal for various taxpayers and offers potential planning considerations for those impacted.

The recent 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably a change in the capital gains inclusion rate (from 1/2 to 2/3 effective June 25, 2024) for all capital gains realized by corporations and trusts, and for individuals on annual capital gains exceeding $250,000.

Marginal Tax Rates

March 13, 2024 - __Marketing HQ

Marginal Tax Rates

2023 Tax Reporting Guide for BMO Nesbitt Burns

February 6, 2024 - __Marketing HQ

This Guide provides an overview of tax reporting for BMO Nesbitt Burns clients, information about filing deadlines, estimated mailing dates of tax slips, answers frequently asked questions about the annual tax season, and provides other information to help simplify your tax preparation efforts.

Inflation Monitor for September 25, 2023

September 26, 2023 - __Marketing HQ

Getting Canadian inflation back to the BoC’s 2% target may be more difficult amid underlying pressures even in the face of a stagnating economy.

Growth of a $100,000 Investment (1972 - 2022)

August 15, 2023 - __Marketing HQ

Growth of a $100,000 Investment (1972 - 2022)

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July 24, 2023 - __Marketing HQ

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