Estate & Succession Planning
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
This document introduces BMO’s Corporate Insured Retirement Strategy, highlighting the importance of estate planning to help Canadians preserve assets, minimize taxes, and ensure their estate is distributed according to their wishes.
Research
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Education and Knowledge
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
Resources
This document provides a comprehensive summary of 2025 Canadian wealth planning facts and figures, including contribution limits, tax rates, pension details, estate rules, and key deadlines for RRSPs, TFSAs, FHSAs, and other financial accounts.
This guide outlines tax reporting essentials for BMO Nesbitt Burns clients, including key filing dates, expected delivery times for tax slips, answers to common tax season questions, and practical tips to make preparing your taxes easier.