Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

September 12, 2022 - __Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

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.

2023 Tax Documents Overview and Schedule

November 1, 2022 - __Marketing HQ

The 2023 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.

2023 Year-End Tax Planning Tips

November 27, 2023 - Tom Jackson

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to year-end tax-savings strategies that may be available, depending on your personal situation.

Managing Your Wealth

Having a TFSA works

September 2, 2022 - __Marketing HQ

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.

Insurance Considerations

September 2, 2022 - __Marketing HQ

Insurance Considerations for Business Owners and Incorporated Professionals

2024 Wealth Planning Facts & Figures

September 2, 2022 - __Marketing HQ

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

As a client of BMO Nesbitt Burns Inc., your dedicated BMO Nesbitt Burns Investment Advisor takes pride in helping you manage your wealth and reaching your financial goals. You trust us with your most confidential information, as well as safeguarding the wealth that you’ve worked hard to build. We take this responsibility seriously and have protections in place to safeguard your assets. Beyond our internal controls, BMO Nesbitt Burns is a member of the governing bodies of our industry and, as such, operates its business in strict adherence to the regulations, policies and bylaws dictated by these governing organizations.

Estate & Succession Planning

Planning for the Family Vacation Property

September 2, 2022 - __Marketing HQ

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Digital Assets and Your Estate Plan

September 2, 2022 - __Marketing HQ

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.

Estate Information Organizer

September 2, 2022 - __Marketing HQ

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property

Research

Rates Scenario

September 14, 2022 - __Marketing HQ

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

Economic and Market Updates

Global Equity Weekly

September 2, 2022 - __Marketing HQ

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.

The Goods

September 2, 2022 - __Marketing HQ

The Goods, BMO's monthly commodity price publication.

Focus

September 2, 2022 - __Marketing HQ

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.

Wealth Experience Podcast

September 2, 2022 - __Marketing HQ

Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.

Investment Strategy Summary

November 28, 2022 - __Marketing HQ

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