Publications
| Economic and Market Updates |
| Focus |
| FOCUS: A Weekly Financial Digest |
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| Podcast |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. |
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| Education and Knowledge |
| Locked-in Retirement Plans |
| If you belong to a vested pension plan, your pension can be transferred to a locked-in registered account (LIRA). At retirement or by your 71st birthday the funds must be rolled into an income plan. This brochure provides details your options. |
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| RESPs ~ Taking Money Out |
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| TFSA |
| Learn more about the benefits of a Tax Free Savings Plan. Get one working for you! |
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| The Family Vacation Property ~ Your Cottage |
| Many Canadians know the joys of owning a cottage and wish to pass the ownership and enjoyment to the next generation. Designing a succession plan can be challenging as often these properties hold sentimental and monetary value. Here are some concepts to consider. |
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| Registered Retirement Income Funds |
| Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make. Click to read on about how you can benefit from an RRSP. |
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| Estate & Succession Planning |
| Estate Planning |
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| Executors Task List |
| A helpful guide for executors |
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| Managing Your Wealth |
| Wealth Advisory Chart |
| Wealth Management is a Family Affair. Use this chart to help determine what is important to you and your family. |
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| 2019 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| Wealth Themes |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. |
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| Preparing Your Last Will and Testament |
| The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. |
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| Tax Planning Strategies |
| Year-End Tax Planning Tips |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. |
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| 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. |
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| How Investment Income Is Taxed |
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| 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. |
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