Managing Your Wealth
| Tax Planning Strategies |
| Year-End Tax Planning Tips |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. |
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| Tax Tips For Investors |
| Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. |
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| 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. |
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| Federal Budget Review 2018 |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. |
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| Managing Your Wealth |
| 2019 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| Wealth Planning Facts & Figures |
| This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes. |
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| Jarislowsky Fraser Limited North American Equity Portfolio |
| An overview of the North American Equity Portfolio. Available through the BMO Nesbitt Burns Architect Program. Jarislowsky Fraser is a fundamental, value biased and large-capitalization manager. Their conservative asset management
approach focuses on preserving capital and enhancing the real purchasing power of assets under management over the longer term. They construct diversified, high-quality portfolios that are designed to protect existing capital and achieve long-term
growth for clients. |
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| Jarislowsky Fraser Canadian Equity Portfolio |
| The Quarterly Manager Spotlight overview of the Canadian Equity Portfolio. Available through the BMO Nesbitt Burns Architect Program. Jarislowsky Fraser is a fundamental, value biased and large-capitalization manager. Their conservative asset management approach focuses on preserving capital and enhancing the real purchasing power of assets under management over the longer term. They construct diversified, high-quality portfolios that are designed to protect existing capital and achieve long-term growth for clients. |
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| Jeff Treptow - Team Profile |
| Learn more about the members of our team, our investment approach and client service. |
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| The Personal Balance Sheet |
| Insights into financial priorities on the roadmap of life. |
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| Jeff Treptow - Wealth Advisor |
| At BMO Nesbitt Burns, we have all of your wealth management needs covered. |
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| Preferred Plus Account |
| Preferred Plus seamlessly consolidates your BMO Nesbitt Burns investment account with a BMO Bank of Montreal bank account; providing you with direct access to the cash held in your investment account - and a preferred rate on your cash balances. |
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| The Architect Program |
| The Architect Program brings together the best of separately managed accounts with the best of traditional investment accounts by providing you with a unique opportunity to hold managed and non-managed investments within a single account.
It is a truly collaborative approach to investing, with more freedom and flexibility than ever before in deciding your level of involvement in building your financial future. |
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| 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. |
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| Education and Knowledge |
| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. |
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