Tel: 780-679-3130
Toll Free: 800-661-7423

Address

BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

BMO Nesbitt Burns
4906 50 Ave
Camrose, AB
T4V 0S3

BMO Nesbitt Burns
3812 50 Ave
Lloydminster, AB
T9V 0V7

Contact Us

Publications

Retirement Planning

Helpful Resources for Canadian Seniors

Canada is rich in information resources and this overview consolidates key references providing easy access to senior information.

Remarriage in Retirement

Things to consider: Remarrying during your retirement years can impact your family and financial situation in ways you may not have anticipated.

Business Advisory & Succession Planning

Five Best Practices for Business Owners During Uncertain Times

The BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively.

Other

BMO Nesbitt Burns Gateway®

This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.

Tax Planning Strategies

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

2022 Personal Tax Calendar

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.

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

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.

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Are All Fees Created Equally?

With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.

Estate & Succession Planning

Estate Planning For Your Worldwide Assets

More and more Canadians own assets in multiple provinces and countries. Whether you have a family property, vacation villa or securities in a local business overseas, specialized estate planning is necessary to ensure ease of administration of these assets on your death.

Estate planning for complex family dynamics

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.