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Michelle Crouse
Naomi Isner
Danette Pottle
Dolores Hachey

Tel: 902-543-7100
Toll Free: 1800-897-4613
Fax: 902-543-5757

Address
197 Dufferin Street
Suite 300
Bridgewater, NS
B4V 2G9
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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.
How Investment Income is Taxed
When it comes to Investment Income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return.
2019 Wealth Planning Facts & Figures
The 2019 Wealth Planning Facts and Figures provides important tax, retirement and estate planning information to help you stay informed.
Tax-Free Savings Account
The Tax-Free Savings Account (TFSA) is a savings plan that allows Canadians to invest and earn tax-free returns. Any income (interest, dividends, and capital gains) earned is tax-free.
Eligible Dividends
Given the changes in the taxation of dividend income over the last few years, you should revisit the taxation of all investment income, including interest, dividends and capital gains. If you compare the different tax rates on these sources of investment income, it’s clear that not all investment income is equal on an after-tax basis. However, even tax-conscious investors may not appreciate how changes to the taxation of eligible dividends may impact their after-tax returns.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
The Importance of Financial Planning
Achieving your financial goals doesn’t happen overnight; it takes careful planning and execution. Financial planning is important because the process enables you to clearly identify your priorities and focus your resources on achieving your objectives.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Education and Knowledge
Retirement Expense Worksheet
As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses
Unique Challenges Women Face in Retirement
Research shows that gender strongly influences the path women and men take to plan their retirement. While retirement is typically presented as a “couple” experience—a stage of life that men and women share with their partners—the reality is that retirement is very often lived alone, whether by choice or as the result of divorce or the death of your spouse.
Dealing With Employment Transitions
Whether you are taking on early retirement or have been displaced by corporate restructuring. You will soon be facing a number of important decisions.