Planning and Advice

Which funds are affected by 2016 budget?

BMO has named all of its corporate-class mutual funds, which are affected by a tax change in the 2016 federal budget.

By Staff |March 29, 2016

2 min read

Planning can help clients roll with the punches in retirement

Many people view retirement as a time to do all the things they couldn’t fit in while they were working – travelling, hanging out with family and friends, or taking up hobbies. But unexpected realities may put a crimp in retirement dreams.

By Camilla Cornell |March 23, 2016

2 min read

Aging real estate titans face oversized tax bill

Two business owners must confront their long-ignored financial plan

By Dean DiSpalatro |March 18, 2016

15 min read

Is your client a terrorist?

FINTRAC wants you to watch for these 17 signs

By Peter Zimmerman |March 18, 2016

2 min read