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269 Laurier Ave. West
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K1P 5J9
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Will and Estate Planning

Wills that Work

Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family will be taken care of, and your financial affairs will be in order and administered according to your wishes. This piece provides a good overview.

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.

How Investment Income is Taxed

Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.

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.

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.

Financial Planning Year-End Checklist

As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019.

Donating Appreciated Securities

The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction of giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.

Consider Tax-Loss Selling in Your Year-End Planning

As the end of the year approaches, you may want to review your investment portfolio to consider possible rebalancing opportunities. It may also make sense to consider engaging in a tax-loss selling strategy before the end of the year, to reduce your overall tax liability or to receive a refund of taxes paid in a previous year.

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

Meridian Program

If you are an investor who enjoys actively participating in the day-to-day decisions involving your investments, conducting investment research and staying abreast of current corporate and investment news, taking a non-discretionary approach may be for you. The BMO Nesbitt Burns Meridian Program® allows you to maintain control, by providing a truly collaborative approach to investing.

Discretionary Portfolio Management

As a Portfolio Manager, John Berryman has the required experience, educational background and licensing to offer clients the simplicity and convenience of discretionary portfolio management.

BluePrint Program

The BMO Nesbitt Burns Blueprint Program provides you with access to the Best of BMO investment thinking so you can be confident that your investments are being managed by an experienced team of professionals.

Take the Guesswork Out of Interest Rates

By employing a laddered bond strategy, investors can help balance the risk between rising interest rates (interest rate risk) and falling interest rates (reinvestment risk) within their investment portfolio.

Managed Portfolio Account Overview

Experience the benefits of a BMO Nesbitt Burns Portfolio Manager.

Banking on Both Sides of the Border

This article provides an overview of BMO Bank of Montreal’s cross-border banking products and services, which are available through BMO’s U.S. affiliate, BMO Harris Bank.

Contribution Reminders for your Registered Accounts

Start the new year off right by maximizing the value of your registered plans – including your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”). By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

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.

Wealth Planning Facts & Figures

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

Estate & Succession Planning

Preparing Your Last Will and Testament

An excellent piece to review for your estate 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.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Economic and Market Updates

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Investment Strategy: 2021 Market Outlook

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Current News / Affairs

2021 Federal Budget Review

On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.

Education and Knowledge

Reviewing Common Investment Terms

A useful reference guide to common financial terms.

Understanding Exchange-Traded Funds

Delivering tax-efficiency, equity-like attributes and access to virtually all sectors of the market, exchange-traded funds (ETFs) have grown significantly in popularity over the past 10 years. The appealing qualities of ETFs allow investors to build high-calibre portfolios, often with lower costs and better transparency than other investments such as mutual funds.

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.

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.

Investing Handbook

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