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Economic and Market Updates

Equity and Fixed Income Strategy

Strategic commentary on fixed income and an overview of fixed income markets.

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Talking Points

Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.

Investment Strategy: 2021 Market Outlook

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

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

2021 Federal Budget Review

On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.

Managing Your Wealth

Why Consolidating Your Accounts Makes Sense

Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.

Wealth Themes

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

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.

Wealth Planning Facts & Figures

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

Estate & Succession Planning

Digital Assets and Your Estate Plan

Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.

Tax Planning Strategies

Completing Your 2020 Income Tax Return – Checklist

As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.

How Investment Income is Taxed

When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.

Tax & Estate Planning Consequences of Investing in U.S. Securities

This article is written for Canadian residents investing in U.S. securities. Cross-border taxation and U.S. estate tax are both very complex. Accordingly, investors and potential investors should consult their own independent professional tax advisors, who specialize in these areas.

Strategies to Minimize Capital Gains Tax

Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.

Canadian Snowbirds and U.S. Income Tax

Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

Tax Slips Overview

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.

Education and Knowledge

Common Investment Terms

A useful reference guide to common financial terms.

Education Planning - For the Children in Your Life

Education planning should be an important component of your overall family wealth management plan.

Digital Security - Keeping your personal and account information safe

This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.

Contribution Reminder for Your RRSP / TFSA / RESP

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.

Investing Handbook

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks