Commentary & Articles

Our experts provide an overview of recent global events and their impact on the markets.

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

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

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

We appreciate that tax season is an important time of year for investors. Depending on your investment holdings and account activity, you could receive a variety of tax slips that you will need to prepare your annual tax return. To help simplify your tax preparation efforts, we are providing a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates. It is important to note that this schedule may be subject to change. Please make sure that you receive all required tax slips before filing your tax return with the Canada Revenue Agency (“CRA”), and Revenu Québec for Quebec residents, to prevent having to file an amendment.