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Werner Hohn
Scott Ellis
Karen Reger

20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2


Education and Knowledge
Financial Planning
Dependent Care
Quarterly Newsletter
Investment Insight Summer 2020
Managing Your Wealth
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.
Architect Program Profile
Meridian Program
Registered Asset Preservation Plan
Are you aware that up to 50% of your registered assets could be taxed upon death?
Strategies For Your Retirement Savings
Quadrant Program
Blueprint Program - Best of BMO
Meridian Program Features and Benefits
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Tax Planning
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.
Completing Your 2019 Income Tax Return – Checklist
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
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.
Investments Inside a Company - Taxes Upon Death
Guide to Principal Residence Exemption
Understanding Capital Losses
Tax Deferral for Foreign Spin-Offs
RRSP Savings Tips and Strategies
Canadian Ownership of U.S. Securities
Pension Income Splitting
Reduce Taxes with a Prescribed Rate Loan
How Investment Income is Taxed
Eligible Dividends
Canadian Snowbirds & U.S. Income Tax
Charitable Giving Program
Strategies to Minimize Capital Gains Tax
Tax-Loss Selling: Year End Planning
Tax Planning for Small Business Owners
Donating Apprecitated Securities
RRSPs - Making Your Money Work as Hard as You Do
Tax Efficient Investing
Personal Tax Calendar 2020
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 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Estate & Succession Planning
Appointing a Corporate Executor
Let professionals help you with your duties as executor
Succession Planning for Small Business Owners
Understanding Personal Holding Companies
Critical Illness & Long Term Care Insurance
Cottage Planning
Canadian Ownership of U.S. Real Property
Business Succession Planning Tool
Shareholders' Agreement
Estate Planning
Joint Ownership Pros and Cons
Perils of Appointing a Non-Resident Estate Trustee
Wills That Work
Benefits of a Will
Transferring Wealth to Future Generations
Survivor Income Needs
Protecting your lifestyle
In Time of Loss
Estate Preservation and Distribution
Retirement Planning
Maximizing Retirement Income
Changes in 2010 to the Canada Pension Plan
Consider Self-Employment in Retirement
Retirement Planning
Powers of Attorney
Guide to Granting Powers of Attorney
Executor's Resources
Executor's Task List
Estate Organizer
Tax Free Savings Accounts (TFSAs)
Tax Free Savings Accounts
RSPs and LIRAs
Understanding the Basic RRSP Rules
RRSP Withdrawals
RIFs and LIFs
LIF Minimum and Maximum Withdrawal Schedule
RRIF Payout Schedule
Education Planning
RESP Withdrawal Checklist
Education Planning
RESPs - Taking Money Out
RESPs - Contributions and Grants
Economic and Market Updates
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
COVID-19 Update
COVID-19 Podcast
Back to School and COVID: On August 11, BMO hosted a discussion with Dr. John Whyte, Chief Medical Officer, WebMD, and Mike Stritch, Chief Investment Officer, BMO Wealth Management. Dr. Whyte provided his unique perspective on school reopening considerations in light of COVID.