Publications

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Bull and Bear Market Facts

Historical data on the ups and downs of investing from 1956 to December 2018.

Tax Planning Strategies

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.

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.

How Investment Income is Taxed

The different types of investment income and how they are taxed.

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Economic and Market Updates

Equity and Fixed Income Strategy

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

Current News / Affairs

2022 Federal Budget Review

Federal Budget 2022 - Impact on Charities

Education and Knowledge

Networth Newsletter - Summer 2022

Our quarterly newsletter.

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.