BMO Nesbitt Burns
360 Oakville Place Drive
This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.
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.
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
This is a helpful resource summarizing important tax, retirement and estate planning information.
Insurance Considerations for Business Owners and Incorporated Professionals
Take notice of millennials – they’re devoted, educated, and focused to succeed.
BMO SmartFolio is an online portfolio management service for investors looking for a convenient, affordable and professional digital investment solution.
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.
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
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
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Strategic commentary and an overview of financial markets.
Federal Budget 2022 - Impact on Charities
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.