Tel: 613-742-6677
Tel: 613-562-6400

Address

BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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Contact Us

Publications

Education and Knowledge

Networth Newsletter

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.

Economic and Market Updates

The Goods

A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Wealth Experience Podcast

Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Estate & Succession Planning

Managing Your Wealth

Banking on Both Sides of the Border

Each year, many Canadians spend time in the United States, either for business or personal reasons. At some point, you may find that you require U.S. banking products or services if, for example, you purchase property down south, relocate for work, or send your child to a school in the U.S. Banking on Both Sides of the Border provides an overview of BMO Bank of Montreal’s cross-border banking products and services, which are available through BMO’s U.S. affiliate, BMO Harris Bank.

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.

Wealth Themes

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

Tax Planning Strategies

U.S. Citizens Living in Canada

Many U.S. citizens have lived in Canada most of their lives, and often think of themselves as Canadians. This may be true in terms of national pride and culture; however, their U.S. citizenship means they must fulfil their U.S. income tax filing requirements, regardless of where they call home, and how much time they spend in the U.S. U.S. Citizens Living in Canada provides a general overview of issues and considerations for U.S. citizens who are Canadian residents for income tax purposes. The report also includes U.S. tax reform changes that took effect for 2018.

Canadian Ownership of U.S. Real Property

If you’re considering the purchase of a vacation property in the U.S., it’s important to understand U.S. reporting and tax implications of owning U.S. real estate, in addition to any Canadian tax implications.

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.

Personal Tax Calendar 2021

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

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.

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