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BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
|A Guide to Understanding Registered Plans
An overview of TFSA, RRSP, RRIF, LIRA, IPP, RESP and RDSP accounts.
|RESP's - an introduction
An excellent overview of the features and benefits of RESP accounts, and answers to many commonly asked questions.
|Taking Money Out of An RESP
This report provides you with some details on how and when to withdraw funds from an RESP, as well as information on qualifying educational institutions.
|Locked-In Retirement Plans
A review of LIRA's, LIF's and LRIF's, and when you have access to these locked-in assets.
|RRIF accounts - an introduction
An excellent overview of the features of RRIF accounts, and answers to many commonly asked questions.
|A Individual Pension Plans - A Retirement Savings Opportunity for Business Owners
The 2018 Federal Budget provided clarity to a much anticipated tax measure impacting private corporations holding passive investments. In light of the revised legislation, business owners and incorporated professionals may want to revisit the viability of investing passively through their corporation and consider alternative tax planning strategies, such as Individual Pension Plans (“IPPs”) to help them save for retirement.