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Managing Your Wealth
The Changing Environmental, Political, and Investment Climate
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Tax Planning Strategies
2017 Personal Tax Calendar
Update on Liberal Federal Income Tax Changes
How Investment Income is Taxed
Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This article discusses the taxation of the investment income as it pertains to an individual resident in Canada.
Tax Planning for an Inheritance
Charitable Giving - Donation of Appreciated
Insured Annuities
Eligible Dividends
Trusts for Protection and Tax Savings
TFSAs
Pension Income Splitting to Reduce Family Taxes
Transferring your Business to the Next Generation
Understanding Capital Losses
Canadian Snowbirds and U.S. Income Tax
Charitable Giving
Making Gifts to Adult Children
Retirement Planning
Collecting CPP
LIRAs, LIFs, LRIFs & P-RRIFs
Broadening the Approach to Preparing for Retirement
RIF Payout Schedule
A Broader Approach to Retirement Planning
RSP Maturity Options
RRIFs - Tips & Considerations
A comprehensive overview of Registered Retirement Income Funds
Understanding the Basic RRSP Rules
A comprehensive overview of Registered Retirement Savings Plans
Individual Pension Plans
Retiring Allowances - The Silver Lining
Lif & LRIFs - Tips & Considerations
Estate & Succession Planning
Trust Planning for the Disabled
Tax & Estate Consequences of Investing in US Securities
Joint Ownership of Property: Pros & Cons
Probate Fees and Taxes
Insured Annuities
The Why and When of Wills
Executor's Task List
Estate Preservation
Disability Income Insurance
U.S. Estate Tax for Canadians
Sue and George: Trusts for a Surviving Spouse
Caretaker and Incentive Trusts for Adult Children
Support for Executors
A Guide for Granting Powers of Attorney
Survivor Income Needs
Your Plan for the Family Vacation Property
Transferring your Business to the Next Generation
Critical Illness Insurance
Wills That Work
Education and Knowledge
80 Things We Do For Our Clients
The Stock Book
The Bond Book
RESPs and the Canada Education Savings Grant
Preferred Shares - An Introduction
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.