Publications

Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Getting Organized for 2018
2018 Personal Tax Calendar ~ Your 2017 Tax Documents – Overview and Schedule ~ The Common Reporting Standard and Your Financial Information
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.
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
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.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Investment Strategy: 2018 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
Trueland Wealth Advisors Newsletter Fall 2016

The Perils of Appointing a Non-Resident Trustee

Joint Ownership of Property: Pros & Cons

Your Plan for the Family Vacation Property

Canadian Snowbirds and U.S. Income Tax

U.S. Estate Tax For Canadians

How Investment Income Is Taxed

Donating Appreciated Securities

What are your potential retirement income sources?

Executors Task List

Transferring your business to the next generation

Is it Wise to Make Gifts to Adult Children?

Pension Income Splitting For Couples

Trueland Wealth Advisors Newsletter Fall 2017

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
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
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.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.