Tax Tips for Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. To help you effectively manage your portfolio from a tax perspective, BMO Nesbitt Burns has prepared the Tax Tips for Investors brochure.

10 Tax Tips for Investors


  1. Reduce Tax with Income Splitting

  2. Make Your Portfolio Tax Efficient

  3. Maximize Your Tax-deferred Savings with an RRSP

  4. Donate Appreciated Securities

  5. Use Registered Education Savings Plans to Save for Education

  6. Use Borrowed Funds to Invest

  7. Apply to Have Income Tax Withholding Reduced

  8. Reduce Tax for Your Estate

  9. Consider U.S. Estate Tax Implications if You Own U.S. Investments

  10. Year-end Tax Planning


Note: This edition of Tax Tips for Investors has been updated to incorporate the recent 2007 federal budget changes.