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Tax Planning Strategy

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

BMO Wealth Institute Report
They say it’s better to give than to receive. Judging by their actions, Canadians are big believers in that concept, with an overwhelming majority making financial donations to worthy causes. Not only does it make them feel good, it may also yield favourable tax incentives. Nevertheless, charitable giving in Canada is waning.

Tax slip overview and schedule
Brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes.

Contribution Reminder RRSP / TFSA / RESP
Saving for your goals takes committment.That’s why we wanted to remind you of how important it is to maximize the value of your registered/tax-sheltered accounts.

Planning for Your Income Tax Refund
Recommendations for using your tax refund to build your net worth.

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.

Reduce Taxes With A Prescribed Rate Loan
Publication on how to Reduce Taxes with a Prescribed Rate Loan