Articles we are Quoted in

Financial Pipeline – August 23, 2021
Financial Pipeline – August 23, 2021

Current Publications

Why You Might Need A Human Advisor
Why You Might Need A Human Advisor
How To Use Cash Cows To Pay For Estate Taxes
How To Use Cash Cows To Pay For Estate Taxes
How The Stock Markets Works
How The Stock Markets Works
World in 2030
World in 2030
Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary
This is a helpful resource summarizing important tax, retirement and estate planning information.
2024 Wealth Planning Facts & Figures

Our Philosophy

Truths We Follow
Truths We Follow

Charitable Giving

The benefits of making a charitable donation are countless – from helping those in need to the personal satisfaction of giving back to the causes that are important to us. Charitable giving also makes good sense from a tax perspective. With proper planning, you can reduce your total income tax liability and maximize the value of your donation.
Donating Appreciated Securities
There is a subtle but distinguishable difference between charitable giving and philanthropy. Charitable giving is often an immediate one-time cash donation or donation of time, made in response to a specific request or an impulse that is personally and emotionally driven. While philanthropy is more complex and involves a long-term strategic gifting approach that often focuses on issues or causes that reflect an individual’s interests and values. However, from a generational standpoint, to millennials (or “Gen Yers”), those born between 1980-1995, and Generation Z (“Gen Zers”), born between 1996-2010, `giving’ may mean something totally different.
Young donors changing the meaning of `giving’
Philanthropy is an important financial planning consideration for many Canadians, and an integral part of their wealth management plan. A Charitable Gift Fund (“donor advised fund”), established through the BMO Charitable Giving Program, allows you to create a flexible and customized philanthropic solution that will have a lasting impact on causes that matter to you and your family.
BMO Charitable Giving Program
Charitable giving is an important wealth planning consideration for many Canadians. While making a cash donation to charity is a common gifting strategy, Canadians often ask, “How can I do more?” By considering one of the following life insurance strategies, you can often magnify the benefits of your donation dollar compared to a traditional cash donation.
Planned Giving – Optimize Your Gifting Strategy With Insurance
Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren, by involving them and other family members in your giving strategy and family legacy.
Building Your Legacy Using a Private Foundation

Tax Planning Strategies

Death & Taxes - Life's Only Certainties
Death & Taxes - Life's Only Certainties

Education and Knowledge

At BMO, we take your security seriously. We are committed to respecting and protecting the privacy and confidentiality of the personal information you entrust to us. It is also important to know how to keep your information secure. This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud. Please be reminded that these are suggestions and we recommend that you speak to a technology professional about your digital security.
Digital Security: Keeping Your Personal and Account Information Safe
Talking Points is a weekly piece from the desk of our Chief Economist, Douglas Porter. The brief note captures the key developments and major emerging themes from the economic and financial market fronts, and serves as an overview of the weekly Focus publication.
Talking Points
This article highlights relative investment and insurance options for three major life stages – starting out, the peak earning years, and approaching retirement.
Financial Considerations Across Life Stages

Estate & Succession Planning

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Digital Assets and Your Estate Plan

Managing Your Wealth