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Who We Are
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Home
Who We Are
What We Do
Learn More
Our Commentary
Publications
Testimonials
Contact Us
Publications
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