Publications

Global Markets Commentary

Education and Knowledge

BMO Nesbitt Burns RESP Withdrawal Checklist

Teaching Your Children About Money

Ten Ways to Promote Financial Literacy to Your Children

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.

Economic and Market Updates

Eligible Dividend Income

This report provides an overview on the taxation of eligible dividends, in light of recent changes.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Estate & Succession Planning

Death of a Spouse or Common-law partner

The Consequences of Dying Without a Will

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Tax Planning Strategies

Tax Tips for Investors 2019

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.