Publications
| Tax Planning Strategies |
| 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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| New Tax Rules May Affect Your Estate Plan |
| New tax legislation which originated from the 2014 Federal Budget will take effect on January 1, 2016. These changes will have significant implications for existing and future testamentary, spousal, alter-ego and joint-partner trusts, as well as affecting testamentary charitable gifts. This article provides a brief summary of the upcoming changes. |
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| Managing Your Wealth |
| 2019 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| Having a TFSA works |
| Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach
your financial goals sooner. |
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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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| 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. |
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| Meeting With Your Financial Advisor As A Couple |
| According to a BMO Financial Group study,1 87 per cent of married persons or those in a serious relationship reported having a discussion with their partner about retirement; however, just 25 per cent of these engaged in a detailed discussion about retirement, and fewer than half covered key topics about what their ideal retirement will look like and how they’ll achieve their retirement goals. |
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| Are All Fees Created Equally? |
| With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives. |
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| Economic and Market Updates |
| Eligible Dividend Income |
| This report provides an overview on the taxation of eligible dividends, in light of recent changes. |
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| Focus |
| FOCUS: A Weekly Financial Digest |
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| Education and Knowledge |
| Your Head vs Your Heart |
| Helping you avoid emotional mistakes when it comes to your investments by understanding that price is not value. |
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| Hope is Not a Strategy |
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| Investment Advice |
| This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. |
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| BMO Experts Share Their Most Important Investment Lessons |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. |
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| Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP |
| These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each. |
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| The Benefits of Going Paperless with BMO Nesbitt Burns Gateway |
| This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research. |
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