BMO Nesbitt Burns
2 St. Clair Ave. West
Philanthropy is an important financial planning consideration for many Canadians, and an integral part of their wealth management plan. A Charitable Gift Fund (“donor advised fund”), established through the BMO Charitable Giving Program, allows you to create a flexible and customized philanthropic solution that will have a lasting impact on causes that matter to you and your family.
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.
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.
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.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Pet owners generally view their pet as a faithful companion and a member of the family. But have you considered what will happen if your pet outlives you? Without proper planning, your pet may face an uncertain fate.
Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Strategic commentary and an overview of financial markets.
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks