Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

September 12, 2022 - __Marketing HQ

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.

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

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.

Tax Slips Overview

September 12, 2022 - __Marketing HQ

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

2023_Personal Tax Calendar

September 2, 2022 - __Marketing HQ

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.

Retirement Planning

BMO Annual Retirement Study (2022)

September 12, 2022 - __Marketing HQ

BMO Financial Group’s Retirement Study found that while the average amount Canadians believe they need to retire has increased 12 per cent since 2020 to $1.6 million, fewer than half (44 per cent) of Canadians are confident they will have enough money to retire as planned.

Managing Your Wealth

BMO Wealth Institute Report

December 5, 2018 - __Marketing HQ

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

August 17, 2022 - __Marketing HQ

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

2023 Wealth Planning Facts & Figures

September 2, 2022 - __Marketing HQ

This is a helpful resource summarizing important tax, retirement and estate planning information.

Estate & Succession Planning

Estate Information Organizer

September 2, 2022 - __Marketing HQ

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property

Research

Equity Research Strengths & Distinctions

September 5, 2022 - __Marketing HQ

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

Rates Scenario

September 14, 2022 - __Marketing HQ

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.

Economic & Market Updates

Global Equity Weekly

September 2, 2022 - __Marketing HQ

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.

The Goods

September 2, 2022 - __Marketing HQ

The Goods, BMO's monthly commodity price publication.

Equity and Fixed Income Strategy

July 3, 2023 - __Marketing HQ

Strategic commentary and an overview of financial markets.

Education & Knowledge

_Networth Newsletter

July 1, 2022 - __Marketing HQ

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.

Other

The 40-70 rule is a guideline — if you’re at least 40 or if your parents are at least 70, it’s time to start a discussion about some of the more sensitive issues.