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Tyler Marche
Joy Loewen
Lucas Sciacchitano

Tel: 416-359-4710
Tel: 800-263-2286

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4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Publications

Managing Your Wealth
Our Wealth Profile
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes.
2018 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Personal Tax Calendar 2018
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Tax Planning Involving Family Trusts
Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.
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.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Management
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Education and Knowledge
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
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.
Investment Advice
This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved.
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.
Other
Appointing a Corporate Executor
Support for Executors
Trustee Services
Tax Planning for the Family Business
Donating Appreciated Securities
RRSP Book
The RRSP Book has been developed to answer your questions about RRSPs and the various planning opportunities available, so you can take maximum advantage of this tax deferred savings plan.
RRIF Book
The RRIF Book will help answer many of your questions and help you sort through an often confusing array of options.
TFSA Information
For more detailed information on the TFSA and how it can help you reach your financial goals,
RESP Book
Everything you need to know about RESP's
RDSP Book
The RDSP book is designed to explore how RDSP's help ensure the long-term financial security of a person with disabilities. Contributions, with the added benefit of government grants and bonds, combined with tax deferred growth, make RDSPs a powerful investment tool.
The Loneliness of the Long-Term Investor
Writing Covered Calls
Yield Enhancement Stratgegy - Writing Covered Calls
Current News / Affairs
Brexit - Special Report from Economics
With 100% of the votes counted, 51.9% of registered Britons voted for the U.K. to leave the European Union, while 48.1% voted to remain a member (Chart 1). (Turnout: 72%.) It looks like the polls over the past couple of weeks weren’t far off after all, much to the surprise of financial markets.