BMO Nesbitt Burns
50 Burnhamthorpe Road West
Balancing Act: Why Diversification is key to investing
How advisors can help Gen Z plan for a financial future upended by the pandemic
3 Critical Reasons Why You Might Need A Living, Breathing Financial Advisor
How To Use Cash Cows To Pay For Estate Taxes
A good understanding of how the stock market works!
10 Predictions for Long-Term Investors
February Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Summary of Tax and Financial Numbers & Limits you will need for this tax year!
Please read our article about the Core Principles we follow and that we expect our clients to follow.
Donating Appreciated Securities provides full details on this strategy and the resulting tax benefits.
Young Donors Changing the Meaning of ‘Giving’ discusses some of the ways that younger generations are changing the charitable giving landscape.
BMO Charitable Giving Program provides an overview of the benefits of the program.
Planned Giving – Optimize Your Gifting Strategy With Insurance discusses several strategies for maximizing your charitable giving using insurance.
Building Your Legacy Using a Private Foundation provides an overview of the benefits and process for establishing a private foundation.
In this issue, we provide information about recent tax changes that could impact your estate planning, as well as BMO resources to help you implement your estate plan.
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
This article provides a few simple ways clients can protect themselves online, as well as some key reminders for detecting fraud.
This article provides tips and teaching tools that you can incorporate into your family conversations, whether your child (or grandchild) is elementary school aged or will soon be heading away to college or university.
This article highlights relative investment and insurance options for three major life stages – starting out, the peak earning years, and approaching retirement.
The article, Digital Assets and Your Estate Plan discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.