Publications

The 2025 Federal Budget Review was developed by our in–house tax professionals in the Wealth Planning and Advisory Services Group at BMO Private Wealth: Dante Rossi, Director, Tax Planning and Phil Haines, Director, Tax Planning.

This Guide provides an overview of tax reporting for BMO Nesbitt Burns clients, information about filing deadlines, estimated mailing dates of tax slips, answers frequently asked questions about the annual tax season, and provides other information to help simplify your tax preparation efforts.

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.