Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2024 tax bill....
BMO today announced it has received the highest score for wealth management digital experience among full-service investors in the J.D. Power 2024 Canada Wealth Management Digital Experience Study....
Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....
As leaves descend from the trees in earnest, a new season is upon us – no, not fall, but rather what’s known as “the giving season,” which is highlighted by National Philanthropy Day on November 15, and Giving Tuesday on December 3....
Knowing how the tax rules affect your investments is essential to maximizing your after-tax returns....
When most high-net-worth Canadians create a financial plan, they might expect to come out of it with a smarter budget and a tune-up of their portfolio, not discover a potential gap that could have cost them tens of thousands without the right advice....
We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....
Behind the steadfast investment advice delivered to you by your BMO Nesbitt Burns Investment Advisor is the award-winning research team at BMO Capital Markets....
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio....
Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic...