Publications

Economic and Market Updates

FOCUS

September 2, 2022 - DA Marketing

Wealth Experience Podcast

September 2, 2022 - DA Marketing

Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.

Investment Strategy: 2022 Market Outlook

September 2, 2022 - DA Marketing

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Education and Knowledge

Registered Retirement Savings Plans

September 1, 2022 - DA Marketing

Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.

At BMO, we take your security seriously. We are committed to respecting and protecting the privacy and confidentiality of the personal information you entrust to us. It is also important to know how to keep your information secure. This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud. Please be reminded that these are suggestions and we recommend that you speak to a technology professional about your digital security.

Current News / Affairs

2022 Federal Budget Review

September 1, 2022 - DA Marketing

Finance Minister Chrystia Freeland presented her second Budget (and first from the re-elected minority Federal Liberal government) in the House of Commons on April 7, 2022.

Estate & Succession Planning

Estate Planning

October 25, 2022 - DA Marketing

Executor's Task List

September 21, 2022 - DA Marketing

Preparing Your Last Will and Testament

September 2, 2022 - DA Marketing

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.

Managing Your Wealth

Wealth Themes

August 17, 2022 - DA Marketing

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Having a TFSA works

September 2, 2022 - DA Marketing

Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.

Wealth Planning Facts & Figures

September 2, 2022 - DA Marketing

This is a helpful resource summarizing important tax, retirement and estate planning information.

Financial Resolutions for 2022

September 2, 2022 - DA Marketing

As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, and position you for financial success in 2022.

Wealth Advisory Chart

November 2, 2022 - DA Marketing

Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - DA Marketing

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.

How Investment Income is Taxed

September 13, 2022 - DA Marketing

When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.

Canadian Snowbirds and U.S. Income Tax

September 2, 2022 - DA Marketing

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.