Managing Your Wealth

Financial Resolutions for 2023

January 18, 2023 - __Marketing HQ

Financial Resolutions for 2023

BMO Capital Markets’ Chief Investment Strategist Brian Belski outlines why he expects positive equity market returns in Canada next year. And despite this year’s performance, Brian explains why we’re still in a 20- to 25-year secular bull market.

2023 Year-End Tax Planning Tips

November 29, 2022 - __Marketing HQ

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 2023 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.

Our Services - Trusted Investment Advice

November 28, 2022 - __Marketing HQ

Our Services - Trusted Investment Advice

Financial Planning Year-End Checklist

October 11, 2022 - __Marketing HQ

As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019.

2022 Top Toys List

November 28, 2022 - __Marketing HQ

BMO's 2022 annual top toys list: Gifts that make us wish we were a kid again

Estate & Succession Planning

Digital Assets and Your Estate Plan

September 2, 2022 - __Marketing HQ

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.

Tax Planning Strategies

2023 Tax Documents Overview and Schedule

November 1, 2022 - __Marketing HQ

The 2023 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

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.

Canadian Snowbirds and U.S. Income Tax

September 2, 2022 - __Marketing HQ

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.

Strategies to Minimize Capital Gains Tax

September 13, 2022 - __Marketing HQ

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.

2023 Year-End Tax Planning Tips

November 27, 2023 - Shelley Williams

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 2023 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.

Education and Knowledge

Common Investment Terms

October 13, 2022 - __Marketing HQ

A useful reference guild to common financial terms.

Investing Handbook

September 1, 2022 - __Marketing HQ

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks