Tax Planning Strategies

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.
Tax Tips For Investors

Capital Gains Tax Update - What You Need to Know Now

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).
Capital Gains Tax Update - What You Need to Know Now

Managing Your Wealth

 

Wealth Planning for Uncertain Times

In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable.
Wealth Planning for Uncertain Times

Economic and Market Updates

Investment Strategy April 2025

Investment Strategy April 2025
Investment Strategy April 2025

Investment Strategy March 2025

Investment Strategy March 2025
Investment Strategy March 2025

Current News / Affairs

2025 Annual Meetings of Shareholders- Darryl White Comments

2025 Annual Meetings of Shareholders- Darryl White Comments
2025 Annual Meeting of Shareholders- Darryl White Comments

2024 Federal Budget Review

The 2024 Federal Budget Review was prepared by our in-house BMO Private Wealth tax professionals: John Waters, Vice-President, Director of Tax Consulting Services and Dante Rossi, Director, Tax Planning.
2024 Federal Budget Review

Education and Knowledge

2025 Wealth Planning Facts and Figures

2025 Wealth Planning Facts and Figures
2025 Wealth Planning Facts and Figures

Estate Planning for Blended Families

Estate Planning for Blended Families
Estate Planning for Blended Families