BMO Nesbitt Burns
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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.
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.
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.
Read Michael's contribution to Morningstar Canada's "Investment horror stories - and the lessons they teach" article published on October 29th, 2019.
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.
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.
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
Article comparing renting vs. buying in the Toronto market - Michael Dorfman contributed as subject matter expert.
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.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Strategic commentary and an overview of financial markets.
Focus is a weekly financial digest.
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
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.
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
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.