Address
BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
Map
BMO Nesbitt Burns
920 Southdown Rd.
Mississauga, Ontario
L5J 2Y4
BMO Nesbitt Burns
Milton Mall
55 Ontario St. S.
Milton, Ontario
L9T 2M3
Publications
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Tax Planning Strategies
2022 Personal Tax Calendar
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
Tax Slips Overview
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.
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Education and Knowledge
Contribution Reminder for Your RRSP / TFSA / RESP
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Estate & Succession Planning
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Estate Information Organizer
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
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Managing Your Wealth
Women and Wealth
In Her Own Words
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
