Publications
Tax Planning Strategies
Pension Income-splitting Provides Tax Planning Opportunities for Couples
The pension income-splitting rules provide an effective, yet simple, strategy to lower family taxes. Being able to split pension income provides an opportunity for couples to reduce their overall family tax bill by taking advantage of a spouse’s or common law partner’s lower marginal tax rate where retirement incomes are disproportionate.
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Equity and Fixed Income Strategy
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Talking Points
Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.
Focus
Focus is a weekly financial digest.
IN Tune Podcast
IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets.We explore key emerging themes and trends to help you manage your wealth with confidence.
Current News / Affairs
When Easy Money Goes in Reverse
A market update from our BMO Nesbitt Burns Equity and Fixed Income Strategists
Вторжение (Invasion)
The invasion of Ukraine by Russia is underway with missile strikes on “military targets.”
2021 Canadian Election - Special Report from BMO Capital Markets
Economic Implications of the 2021 Canadian Election
