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Tel: 905-304-8393

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BMO Nesbitt Burns
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
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BMO Nesbitt Burns
275 James Street North
Hamilton, Ontario
L8P4V2

BMO Nesbitt Burns
2170 Rymal Road East
Hamilton, ON
L0R1P0

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Publications

Other

Tax Planning Strategies

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

Personal Tax Calendar 2021

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.

Managing Your Wealth

Having a TFSA works

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 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.

Are All Fees Created Equally?

With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.

Insurance Considerations

Insurance Considerations for Business Owners and Incorporated Professionals

Estate & Succession Planning

NetWorth - Estate Freeze/Re-Freeze

A potential strategy used by owners of family businesses to transfer wealth or implement a succession plan to manage the tax liabilities on a transfer or death is to “freeze” the value of their shareholdings during lifetime.

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

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.

Research

Equity Research Strengths & Distinctions

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

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Investment Strategy: 2021 Market Outlook

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

Wealth Experience Podcast

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

Education and Knowledge

BMO Experts Share Their Most Important Investment Lessons

Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.