| Tax Planning Strategies |
| Federal Budget Review 2018 |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. |
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| 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. |
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| Year-End Tax Planning Tips |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. |
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| Managing Your Wealth |
| 2018 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| 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. |
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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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| Economic and Market Updates |
| Equity Strategy |
| Strategic commentary on equities and an overview of financial markets. |
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| Portfolio Strategy |
| Strategic commentary and an overview of financial markets. |
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| Eligible Dividend Income |
| This report provides an overview on the taxation of eligible dividends, in light of recent changes. |
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| Education and Knowledge |
| BMO Experts Share Their Most Important Investment Lessons |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. |
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| Investment Advice |
| This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. |
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| Registered Retirement Income Funds |
| Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make. Click to read on about how you can benefit from an RRSP. |
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| Accessing U.S. Diversification Through Leading BMO Solutions |
| This article outlines why U.S. diversification is so important and recommends a number of BMO U.S. investment options. |
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