Publications
| Tax Planning Strategies |
| 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. |
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| 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. |
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| 2019 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| Research |
| Rates Scenario |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. |
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| Equity Research Strengths & Distinctions |
| Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas. |
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| 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. |
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| The Goods |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. |
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| Portfolio Strategy |
| Strategic commentary and an overview of financial markets. |
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| Fixed Income Strategy |
| Strategic commentary on fixed income and an overview of fixed income markets. |
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| Equity Strategy |
| Strategic commentary on equities and an overview of financial markets. |
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