BMO Nesbitt Burns
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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.
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.
This is a helpful resource summarizing important tax, retirement and estate planning information.
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
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
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.
Strategic commentary and an overview of financial markets.
Strategic commentary on fixed income and an overview of fixed income markets.
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the unprecedented nature of 2020 and challenges that remain for 2021. BMO Capital Markets’ recent publication, 2021 Market Outlook, is also attached to this invitation.
2021 Market Outlook – The Continuation of the Roaring Twenties Recovery, Rotation and Reflation
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.