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BMO Nesbitt Burns
197 Dufferin Street
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Bridgewater, NS
B4V 2G9
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Publications

Managing Your Wealth

Wealth Themes

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

Wealth Planning Facts & Figures

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

Financial Resolutions for 2022

As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, and position you for financial success in 2022.

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.

Tax Planning Strategies

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Eligible Dividend Income

This report provides an overview on the taxation of eligible dividends, in light of recent changes.

Education and Knowledge

Unique Challenges Women Face in Retirement

Research shows that gender strongly influences the path women and men take to plan their retirement. While retirement is typically presented as a “couple” experience—a stage of life that men and women share with their partners—the reality is that retirement is very often lived alone, whether by choice or as the result of divorce or the death of your spouse.

Retirement Planning

Dealing with Employment Transitions

Whether you are taking on early retirement or have been displaced by corporate restructuring. You will soon be facing a number of important decisions.

Retirement Expense Worksheet

As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.