Tax Planning Strategies
Estate & Succession Planning
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
This article provides estate planning considerations for unique and unusual assets, to assist an executor in the administration and transfer of these assets.
Economic and Market Updates
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Talking Points is a weekly piece from the desk of our Chief Economist, Douglas Porter. The brief note captures the key developments and major emerging themes from the economic and financial market fronts, and serves as an overview of the weekly Focus publication.
Education and Knowledge
Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.