2024 Tax Documents Overview and Schedule

The 2024 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.
2024 Tax Documents Overview and Schedule

2024 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.
2024 Personal Tax Calendar

2024 Year-End Tax Planning Tips

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 2024 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.
2024 Year-End Tax Planning Tips

Managing Your Wealth

2025 Wealth Planning Facts & Figures

September 2, 2022 - ___Marketing HQ

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

An Overview of Managed Portfolio Accounts

June 26, 2023 - Donna Davies

Learn more about discretionary investing and what I offer clients as a Portfolio Manager.

Explore the Benefits of Professional Advice

March 14, 2023 - Boris Nikolovsky

Explore the benefits of professional advice

Wealth Management Solutions

March 14, 2023 - Boris Nikolovsky

At BMO Nesbitt Burns, we have all of your wealth management needs covered. Learn more about our full complement of wealth solutions for clients.

Tax Planning Strategies

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.

Having a TFSA works

September 2, 2022 - ___Marketing HQ

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.

2024 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 2024 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.