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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

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.

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.

Research

Equity Research Strengths & Distinctions

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

Managing Your Wealth

Wealth Planning Facts & Figures

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

Other

Winter 2018 Newsletter

2017 was a very positive year by all counts, but we are always wary of throwing caution to the wind.

Fall 2017 Newsletter

Our newest edition emphasizes important tax changes proposed by the government which will affect professionals and small business owners in a profound way.

Spring 2017 Newsletter

Our Spring edition reviews recent market developments, and elaborates on the methods the Tinnerman Wealth Group uses to select prosperous investments for our clients' portfolios.

Winter 2017 Newsletter

We reflect on a tumultuous 2016.

Summer 2016 Newsletter

Our summer newsletter explores the challenges of inter-generational wealth planning.

Spring 2016 Newsletter

Having just wrapped up tax season, we reflect on the effect of taxation on wealth planning.

Winter 2016 Newsletter

We wrap up 2015 and look forward to a successful and prosperous 2016.

Fall 2015 Newsletter

The Fall edition of our newsletter discusses recent market volatility and our response to it.