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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.
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. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.
Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.
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.
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.
Education planning should be an important component of your overall family wealth management plan.
Bill has his Portfolio Manager designation. This profile piece gives an overview of his expanded service and capabilities.
Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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.
This is a helpful resource summarizing important tax, retirement and estate planning information.
A useful reference guild to common financial terms.
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.