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Home
About Us
Our Team
Our Partners
Directions to Our Branch
About BMO Nesbitt Burns
Our Approach
Our Services
Our Process
Wealth Planning
Our Newsletter
Commentary & Articles
Gateway
Contact Us
☰
Home
About Us
Our Team
Our Partners
Directions to Our Branch
About BMO Nesbitt Burns
Our Approach
Our Services
Our Process
Wealth Planning
Our Newsletter
Commentary & Articles
Gateway
Contact Us
Commentary & Articles
Tax Planning Strategies
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.
Tax Slips Overview
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.
2023 Personal Tax Calendar
Managing Your Wealth
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures
Economic and Market Updates
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Equity and Fixed Income Strategy
Talking Points
Talking Points
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Global Markets Commentary