Tax Planning Strategies

2022 Tax Tips for Investors
2022 Tax Tips for Investors
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Tax Slips Overview

Managing Your Wealth

Why Consolidating Your Accounts Make Sense
Why Consolidating Your Accounts Make Sense
Joanne Coker, Wealth Advisor
Joanne Coker, Wealth Advisor
Wealth Themes provides timely articles on a variety of wealth planning topics. This month we feature articles that focus on planning strategies for your wealth management plan and what might be included in the 2023 Federal budget.
Wealth Themes
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.
Having a TFSA works
This is a helpful resource summarizing important tax, retirement and estate planning information.
2023 Wealth Planning Facts & Figures