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BMO Nesbitt Burns
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100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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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.

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

Investment horror stories - and the lessons they teach

Read Michael's contribution to Morningstar Canada's "Investment horror stories - and the lessons they teach" article published on October 29th, 2019.

Frontier markets offer significant reawrds but with a commensurate level of risk

Read Michael's contribution to an article regarding Frontier Markets. Published in The Globe and Mail Report on Business on June 28th, 2019, author David Israelson.

Budget measures aimed at home buyers could put retirement savings at risk

Read Michael's contribution to an article regarding the new federal budget's offering for home buyers. Published in The Globe and Mail, March 29th, 2019, author David Israelson.

How can you help clients deal with "Gen-X sandwich"

Read Michael's contribution to the article written by James Burton, published in "Wealth Professional Canada" www.wealthprofessional.ca/the-frontline/how-can-you-help-clients-deal-with-genx-sandwich-252920.aspx

Good Times Magazine - Rent or Buy?

Article comparing renting vs. buying in the Toronto market - Michael Dorfman contributed as subject matter expert.

Wealth Themes

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

Wealth Planning Facts & Figures

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

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

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Focus

Focus is a weekly financial digest.

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.

Education and Knowledge

You are invited: Podcast - 2019 Market Outlook: The Year Ahead

We’d like to extend an invitation for you to tune into the new BMO Wealth Management podcast 2019 Market Outlook - The Year Ahead and hear what our panel expects to see in the coming year, and opportunities for investors. Featured in the podcast are: Brian Belski, BMO Capital Markets; Stéphane Rochon, BMO Nesbitt Burns; Lesley Marks, BMO Private Banking; and Michael Gregory, BMO Capital Markets. To access the podcast, go to bmo.com/thewealthexperience.

Investing Handbook

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

BMO Experts Share Their Most Important Investment Lessons

Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.