Global Markets Commentary
Economic and Market Updates
Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.
Research
Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Tax Planning
When considering a traditional leveraged investment strategy in which one borrows funds to purchase investments, it is critical to understand the potential risks involved. First and foremost, be aware that both investment gains and losses can be amplified, and while your investments could decrease in value, your obligation to repay the loan and related interest costs will remain. For this reason, this strategy is best suited to knowledgeable investors who already have a strong foundation of wealth and financial stability.
Managing Your Wealth
This is a helpful resource summarizing important tax, retirement and estate planning information.
At BMO Nesbitt Burns we can help you determine the best way to finance your child’s education and work with you to develop a savings program that helps meet your educational savings goals.
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.
Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate
Estate & Succession Planning
Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property