Commentary & Articles

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.

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.

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

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

Talking Points

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.