Managing Your Wealth

Tax Planning Strategies

A Guide to Principal Residence Exemption

This publication provides an overview of the exemption and outlines many of the common issues encountered in its application.

Canadian Snowbirds and U.S. Income Tax

Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.

Strategies to Minimize Capital Gains Tax

Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.

Tax Slips Overview

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Managing Your Wealth

An Owner's Manual to Investing

Please review this piece from time to time, particularly when markets are falling.

Peter Finnegan, Portfolio Manager

Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy is designed and managed according to your clearly documented needs and goals. Find out more about what Peter Finnegan offers his clients as a Portfolio Manager.

Why Consolidating Your Accounts Makes Sense

Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts whit one Investment Advisor can help simplify your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.

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.

Estate & Succession Planning

Digital Assets and Your Estate Plan

Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.

Education and Knowledge

Digital Security - Keeping your personal and account information safe

This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.

Investing Handbook

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks

Contribution Reminder for Your RRSP / TFSA / RESP

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.