Managing Your Wealth
Tax Planning Strategies
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.
Completing Your 2020 Income Tax Return – Checklist
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
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.
The CRA’s Foreign Reporting Requirements
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.
Managing Your Wealth
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
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.
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.
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.
Jeff Treptow - Team Profile
Learn more about the members of our team, our investment approach and client service.
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
Jeff Treptow - Wealth Advisor
At BMO Nesbitt Burns, we have all of your wealth management needs covered.
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.
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.
Education and Knowledge
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.
