You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.

The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

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

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.

The Goods, BMO's monthly commodity price publication.

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

The After-Tax Advantage of Discount Bonds

This Guide provides an overview of tax reporting for BMO Nesbitt Burns clients, information about filing deadlines, estimated mailing dates of tax slips, answers frequently asked questions about the annual tax season, and provides other information to help simplify your tax preparation efforts.

The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law. In particular, there are two important tax planning strategies that can be used when transferring a Canadian farm property. The Capital Gains Deduction is available to potentially shelter capital gains realized on transfers of qualified farm property, and the Intergenerational Farm Property Rollover (“Intergenerational Rollover”) permits tax-deferred transfers of farm property to other family members. Both strategies can apply to lifetime transfers (i.e., a sale or gift), or to transfers that take place upon the death of the owner. The rules surrounding these strategies are very complex and only a general discussion is provided here.